Seeking a wealth management firm that can guarantee optimal financial, tax, and estate returns is what I am looking for. In a recent discussion with Fidelity, I felt that rather than them providing proactive assistance, it was my responsibility to ask the correct questions and find the proper answers. Does anyone know of a company that offers more in-depth, practical advice?
5 Likes
It largely depends on what you are seeking and your level of assets. For most people, Fidelity, Vanguard, and robo-advisors are good options.
5 Likes
Fidility can introduce wealth management, nevertheless, you must have a sizable balance under Fidelity or the brokerage where you keep your money. I don’t think CPF is qualified to analyze estate and tax laws. Most talk more than they really do.
4 Likes
On the Schwab website, it states that when you use their wealth management services, multiple professionals work together to achieve your goals. Similarly, a Fidelity financial planner mentioned they would connect me with estate planners.
4 Likes
I have to interview a few to determine who is the greatest. inquiring about costs. % of total deposit. frequently on the funds, either with a high expense ratio or institutionally.
3 Likes
They don’t give out tax guidance.
2 Likes
What you are looking for is an advisor who is a fiduciary. They are required to act in your best interest. Make sure to hire one only if they have a designation such as CFP, CPA, CFA, etc.
1 Like
Any thoughts or recommendations regarding choosing Schwab/Fidelity over regional businesses?