I want let some let some professional institution to manage $60,000 of my retirment investment. I am intend to choose Fidelity's Portfolio Advisory Service. Has anybody use them? Are you happy with the results? Any recomendation for other institution?
potayytoe
Member
posted: Feb. 15, 2002 @ 1:26p
The minimum is higher than $60,000. Basically, they put your money in some mutual funds... nothing special.
Yabyabdoo
Member
posted: Feb. 15, 2002 @ 1:39p
They will rebalance the investment for you periodically right?
potayytoe
Member
posted: Feb. 15, 2002 @ 4:42p
Not sure rebalancing is worth the extra fee on top of the mutual fund fees. Sounds like a merketing gimmick to me... just my humble opinion.
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