Financial Advisor
Sudden Money: Managing a Financial Windfall
Array (Hardcover) Wiley 2000-04-07
ISBN13: 9780471380863
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Condition: New
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Answers
The bank handling Mutual Funds 9/06 and not once has he checked in with us. o1/07 bought house and chased him finally an assistant helped with some sales of funds. Looking for advisor ho has a monthy fee with no hidden costs to help with account..
If all you have is mutual funds in your account, I would suggest transferring the account to Fidelity or even TD Ameritrade. They do not even charge a monthly fee. Fidelity has also a broad range of decent mutual funds that you can taylor to your needs. Their funds are low expense and all no load. They also have people who will help you with your financial planning. As does TD Ameritrade.
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