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Brokerage suggestions for a very low balance 401K rollover account..
#8
(06-30-2020, 09:02 AM)fenders53 Wrote:
(06-29-2020, 04:07 PM)rayray Wrote: I had vanguard and fidelity, vanguard is great if you want vanguard funds and I can't say enough great things about Fidelity.


I'll have fidelity for maybe forever, if I would open a second, it would probably be Schwab.

I think Vanguard is also very suitable for a stock portfolio with their current format, but only if you are investing.  They prefer you purchase their no low fee funds, and definitely have a few rules in place to discourage day trading of anything.

Fenders, Yea Vanguard is really good especially if you want to invest in some of their low cost funds. I was with them for years, maybe about 20? The only reason why I got away from them was because I moved everything over to Fidelity that housed my Kplan--it was nice to have everything under one roof. Plus, Vanguard's platform wasn't geared towards the individual stock investor, Fidelity was far superior at the time. If I wanted any Vanguard funds I'd open another account with them in a heartbeat--I always tell people the best way to describe Vanguard is it's operated like a credit union, low fees and every member is like an owner.

I saw Bogle, albeit, from a distance at one of the Berk meetings lol.
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RE: Brokerage suggestions for a very low balance 401K rollover account.. - by rayray - 08-01-2020, 08:07 AM



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