Well, I must be doing something right...just got my first ever "check in" call from a local Fidelity advisor. He introduced himself, asked if I was concerned about current market volatility.
"Nope, I have a long term perspective, but thank you for asking."
He went on to briefly tell me that my current net worth (within Fidelity) would make me eligible for some financial instruments that could have a lower cost structure than my self-managed brokerage/IRA accounts.
I thanked him and asked for info by email...he sent links to an overview of Fidelity's "Separately Managed Accounts."
I'm all ears as to what the FIRE community may have to say about all this!
"Nope, I have a long term perspective, but thank you for asking."
He went on to briefly tell me that my current net worth (within Fidelity) would make me eligible for some financial instruments that could have a lower cost structure than my self-managed brokerage/IRA accounts.
I thanked him and asked for info by email...he sent links to an overview of Fidelity's "Separately Managed Accounts."
I'm all ears as to what the FIRE community may have to say about all this!