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Money and Finances
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]I have a fidelity wealth manager. He and his teams services are free (not that I need them for much I manage my money myself but I double check tax implications etc with them before I make a move)[/quote] You do understand that they are actually not free right? The revenue has to come out from somehwere, such as recommending Fidelity funds or other products that they get commission from. [/quote] It might be free. We have Schwab account and are self directed. Our balance is above their threshold so it allows use to consult with one of their advisors for free. We don’t get the full services they offer (like tax strategies) but we have a tax accountant for that. The Schwab advisor has not pushed Schwab accounts and we pay no AUM. [/quote]
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