Montecfo
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I would consolidate at Fidelity or E-Trade since you know them (which do you like?),
Or
Go to Td Ameritrade. They have some really nice tools. I would not go with a really small brokerage just from a SWAN viewpoint. I do not want to be thinking about my brokerage.
Oh and these brokers other than Fidelity will give you money to move assets there. As about that. I always do at E-Trade and they always give me money to add funds.
On distributions, you need tax advice paid as needed, not FA fees that never end.
Good luck.
Or
Go to Td Ameritrade. They have some really nice tools. I would not go with a really small brokerage just from a SWAN viewpoint. I do not want to be thinking about my brokerage.
Oh and these brokers other than Fidelity will give you money to move assets there. As about that. I always do at E-Trade and they always give me money to add funds.
On distributions, you need tax advice paid as needed, not FA fees that never end.
Good luck.