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Mutual Fund (Full Service) Brokerage review

beebee
edited March 2014 in Fund Discussions
I was helping my daughter select a brokerage account for a self direct IRA she will be transferring into (rollover). Her account is with TIAA-CREF and I have had a real hard time acquiring an actual list of mutual funds avalable through their brokerage services.

I came across this site and thought it was worth sharing here as many readers have asked about bokerage services. This seems like a nice site to compare brokerage services:

The left side of the screen lets you select many brokerage houses...I just happened to select USAA.

brokerage-review.com/stock-broker-reviews/usaa-brokerage-review.aspx

Comments

  • Thanks, bee.

    The article notes being a 2014 review. A quick note about what is listed for Fidelity and perhaps for other vendors, too; that may be incorrect.

    ---Article notes that non-Fidelity funds have a $75 trading fee. The fee is $49.95. Also noted is a short term redemption fee of $75 for funds held less than 180 days.
    Not so, and may be as short as 60 days or none. Exceptions exist for short term holding periods established by non-Fidelity funds and some Fido funds........
    Might be other stuff, no time remains for further discovery.
  • Thanks Bee. Nice site. I plan to roll over a 401k to an IRA in the next few months and have been leaning towards Schwab.
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