Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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In the long term, has Fidelity's average managed account customer beaten the dart boards by more than this extra 1% charge?
I thought Fidelity's non-index funds were already managed by...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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15 Replies
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According to what you said in your original post, you haven't been good about managing your asset allocations inside your Roth IRA. Moving forward, if you either don't want to or aren't comfortable...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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What type of retirement accounts are these exactly?
What is your time-horizon with the money: short-term, intermediate-term, or long-term?
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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All they do is give you textbook advice on what to invest in, most of which are fidelity funds. You could do that yourself. No guarantees I am sure!
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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that's better than jp morgan, they get 2%
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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15 Replies
1,860 Views
Well, I've lost interest in the banks and am looking for a decent return without taking too much of a chance.
The few Fidelity funds I have are doing OK, I pay the standard fee. They've offered a...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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I have had Fidelity account for about 8 years through work and have no complaints so far. Mine is all 401k and I don't think my fees are that high.
What type of account(s) do you have there? ...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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It sounds great, and has a pretty wrapper, but reading some of the comments here are discerning:
...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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They charge some 1% to manage an account, something I've not been good about doing and don't have much basis to know what I'm doing other than throw a dart at some mutual funds.
Are their account...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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1% seems high. I think we pay around .75%/.5% at Schwab Private Client depending on balance. But I honestly have no idea what the Fidelity service offers in the end, so it may be worthwhile.
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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Roth, intermediate term with mid risk on the table.
It's in a mix of funds now, very unbalanced but doing well for the most part. Deposits for the last two years have just been sitting in cash...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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Yes Brian, this is entirely retirement money and unless something catastrophic happens it likely won't needed. Regardless, I want the tax shelter for my benefit just in case. I Have both...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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Most fund managers do not outperform the index. It's always best to try and manage your own money. That's the whole premise behind sites like www.fool.com
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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Nope.
Perception.
We think the more we pay and/or the more "managed" it is, the more we'll make. When it comes to investing, we all to often mistakenly think that the more complicated...
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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Don't the retirement year funds do that?
You know like this one:
T. Rowe Price Retirement 2030 Fund
https://www3.troweprice.com/fb2/fbkweb/snapshot.do?ticker=TRRCX
Is Fidelities account management any good
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Thread created 04-27-2012 by Brattles
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1,860 Views
You pay people to manage your account???
