OK, so I have gotten closer to settling on one brokerage firm. I have a dormant Fidelity account ... 401K funds in Vanguard (Prudential manages) ... and an IRA in Raymond James. I want to consolidate to one firm, to simplify my life. I just retired and wife is still working.
Fidelity account has almost nothing in it ... vestigial account from an old IRA.
RJ has $900K. I also have some stocks and such in Ameritrade ($150K).
I want to get out of RJ due to fees, and settle down with index ETF fund. I am not an active trader. So, I am looking for a firm that offers good customer service and support. The funds I will invest in will be available at each (VTI, BND, etc). I will also liquidate Ameritrade.
So ... it will be either Fidelity or Schwab, based on my research.
Any advantage of one over the other?
Fidelity account has almost nothing in it ... vestigial account from an old IRA.
RJ has $900K. I also have some stocks and such in Ameritrade ($150K).
I want to get out of RJ due to fees, and settle down with index ETF fund. I am not an active trader. So, I am looking for a firm that offers good customer service and support. The funds I will invest in will be available at each (VTI, BND, etc). I will also liquidate Ameritrade.
So ... it will be either Fidelity or Schwab, based on my research.
Any advantage of one over the other?