Hello! I’m new here and recently completed the PFC courses. I’ve been using a financial advisor for a few years but now feel comfortable not using them anymore as I just became aware of the fees now I know that there are other options where I can manage my own investments and pay lower fees. I’m familiar with rolling over funds because I’ve done this with my financial advisor. My question is what is the best way to choose one brokerage firm over the other (e.g., Vanguard vs Fidelity) when they are so similar? I have both Roth and Traditional IRAs that I need to rollover so that I can avoid these excessive account fees.
I’ll cover this in tonight’s office hours (9/1/2021) with the recording available afterwards on the course site!
If you’re not signed up for office hours, you can sign up here.