Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
You are special! You must be a high net-worth client. Fidelity offered little to us.
I’m definitely not considered HNW at Schwab (my advisor is from the "Mass Affluent Branch”). I just asked and figured the worst they could do was say no. Even if you can’t get a blanket waiver (one of my accounts doesn’t qualify), they will frequently give you a one-off TF refund if you ask.
Fido is miserly with extending anything to its clients. Mrs. Ruffles has significant assets there and an advisor ghosted us after we asked some basic questions about its services. You can’t even contact your advisor directly from their website as Schwab lets you do.
Comments
Fido is miserly with extending anything to its clients. Mrs. Ruffles has significant assets there and an advisor ghosted us after we asked some basic questions about its services. You can’t even contact your advisor directly from their website as Schwab lets you do.
Thank you.