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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] Wrong. It’s free. I don’t have a single Fidelity ‘product’ in my portfolio and I have millions. I’m in stocks and various ETFs. I’m fully self directed. But I have a wealth management dude I can call (actually I can text him these days) and ask questions. It seems you don’t understand how institutional custodians work. [/quote]
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