OK, all of you who are passionate about your On-Line Brokerage IRA Vendor, this is your chance to shine!
I currently have Wells-Fargo, as my prior Strong Funds vendor was purchased by the aforementioned Well-Behemoth.
Before, I had investment advice on the phone, in chat sessions, and hada nice suite of research tools to choose from.
Now, I get “not much”.
My situation…I have a portfolio that’s about 60% stock and 40% mutual fund. I’m fairly aggressive, so I like to have research to back up my financial flailings. I also like live people off of whom I can bounce ideas (infrequently).
I’d like to see a fairly large selection of no-loads, no-fees, and an open (non-proprietary fund) selection. I’m guessing that’s part of the definition of “brokerage account”, but I’m unsure. I don’t buy and trade too often, so commission isn’t a huge deal (under $15 is preferable, of course).
Who has good experiences!
-Cem