Need honest 1 on 1 financial advisor with no hidden costs. San Diego.?
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If all you have is mutual funds in your account, I would suggest transferring the account to Fidelity or even TD Ameritrade. They do not even charge a monthly fee. Fidelity has also a broad range of decent mutual funds that you can taylor to your needs. Their funds are low expense and all no load. They also have people who will help you with your financial planning. As does TD Ameritrade.
Charles Schwab.
Finance guys make money when you trade or they get a small trailer if you buy mutual funds. They really can't make money unless you have a large amount of money invested so they could care less. 7-11 doesn't make all their money sellilng a piece of gum. large purchases get the extra help. Same with money. If you don't need advice and have limited capital then trade cheap with comeone like Scott Trade or E trade. they don't do much of anything except let you trade cheap. You can transfer your account to them and have the mutual funds moved under their name and when you want to buy or sell, get online and enter your info. Trades are cheap that way. If you do have lots of money call the branch manager of any firm and ask for a broker that has been there a long time and explain the kind of broker you want. He should send you to a broker that can help. If you have lots and lots of money - open a managed account where they simply charge you by the amount of money in your account - a set percentage and don't charge for trades.
I will help you for FREE (If you have less than $250,000.00 USD)
I am a Portfolio Manager with over a decade of experience in the Stock Markets.
I travel to Los Angeles regularly.
If you do not mind working over the internet, email me. I have over 50 years experience and can help you without having to charge.
I do have a book that you can buy for $19.95, and if you go to my website
www.safemoneyplus.com
you can learn more about the book, and the $1,000 guarantee that comes with it. To make good the guarantee, you can use the form provided on the site. That tells me what your goals are and what we have to work with to achieve the goals you state.
I enjoy helping people with what I have learned over the years, and the internet helps.
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