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Reply to "Vanguard or Fidelity?"
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[quote=Anonymous]I have an Ameriprise broker (wealth advisor) who we've been with for many years. Over time the portfolio has been managed pretty well -- nicely diverse, gets OK returns, etc. We did not lose that much during any of the downturns and this year, for example, have averaged about 16% (unusually high of course). The fee is 1%. I am considering moving part of the non-IRA portfolio to Vanguard though because the fee would be even less (about $55,000). Is it worth it? What would I have to do-- could I transfer it or would have to sell the holdings and then transfer? [/quote]
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