Anyone use Smith Barney for IRA’s?

[DCRogers]

Ditto: go with Vanguard. I had some funds with SB and when I decided to remove them, it took me multiple meetings with mutiple NO’s to get them to execute the transfer — months of time and stress in all. Their funds all carried very high fees. Was glad to be rid of them.

[Nachoman]

Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?

[Nachoman]

Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?

[Nachoman]

Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?

[Nachoman]

Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?

[Nachoman]

Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?

[equalizer]

Fidelity has great variety of choices in funds, many great funds with NTF.

[equalizer]

Fidelity has great variety of choices in funds, many great funds with NTF.

[equalizer]

Fidelity has great variety of choices in funds, many great funds with NTF.

[equalizer]

Fidelity has great variety of choices in funds, many great funds with NTF.

[equalizer]

Fidelity has great variety of choices in funds, many great funds with NTF.

[UCGal]

[quote=Nachoman]Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?[/quote]

I have or have had IRA’s with all 3.
Vanguard has the lowest fees overall. But when my dad passed away – it was concurrant with the market collapsing – it took MONTHS to get control of the funds. They kept losing the death certs we were sending. They were polite, but not helpful, when we’d call to track things. I’ve since transfered everything that my dad had from Vanguard except the kids 529’s.

I’m at Schwab and Fidelity. My dad also had funds at Schwab – and the transfer of control after he died was easy and hassle free.

Just to put it in perspective. My dad died 10/2007 (peak of the market). We couldn’t access the funds at Vanguard to move it OUT of the collapsing market to cash or non-equity funds till 02/2008. That’s 4 months of loss the estate took.

It left a bad taste in my mouth for Vanguard. But they do have a good selection of funds for low fees.

I like Schwab the best of the 3 places.

[UCGal]

[quote=Nachoman]Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?[/quote]

I have or have had IRA’s with all 3.
Vanguard has the lowest fees overall. But when my dad passed away – it was concurrant with the market collapsing – it took MONTHS to get control of the funds. They kept losing the death certs we were sending. They were polite, but not helpful, when we’d call to track things. I’ve since transfered everything that my dad had from Vanguard except the kids 529’s.

I’m at Schwab and Fidelity. My dad also had funds at Schwab – and the transfer of control after he died was easy and hassle free.

Just to put it in perspective. My dad died 10/2007 (peak of the market). We couldn’t access the funds at Vanguard to move it OUT of the collapsing market to cash or non-equity funds till 02/2008. That’s 4 months of loss the estate took.

It left a bad taste in my mouth for Vanguard. But they do have a good selection of funds for low fees.

I like Schwab the best of the 3 places.

[UCGal]

[quote=Nachoman]Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?[/quote]

I have or have had IRA’s with all 3.
Vanguard has the lowest fees overall. But when my dad passed away – it was concurrant with the market collapsing – it took MONTHS to get control of the funds. They kept losing the death certs we were sending. They were polite, but not helpful, when we’d call to track things. I’ve since transfered everything that my dad had from Vanguard except the kids 529’s.

I’m at Schwab and Fidelity. My dad also had funds at Schwab – and the transfer of control after he died was easy and hassle free.

Just to put it in perspective. My dad died 10/2007 (peak of the market). We couldn’t access the funds at Vanguard to move it OUT of the collapsing market to cash or non-equity funds till 02/2008. That’s 4 months of loss the estate took.

It left a bad taste in my mouth for Vanguard. But they do have a good selection of funds for low fees.

I like Schwab the best of the 3 places.

[UCGal]

[quote=Nachoman]Thanks everyone! Is there much difference between Fidelity/Vanguard/Schwab? Does Vanguard have better choices?[/quote]

I have or have had IRA’s with all 3.
Vanguard has the lowest fees overall. But when my dad passed away – it was concurrant with the market collapsing – it took MONTHS to get control of the funds. They kept losing the death certs we were sending. They were polite, but not helpful, when we’d call to track things. I’ve since transfered everything that my dad had from Vanguard except the kids 529’s.

I’m at Schwab and Fidelity. My dad also had funds at Schwab – and the transfer of control after he died was easy and hassle free.

Just to put it in perspective. My dad died 10/2007 (peak of the market). We couldn’t access the funds at Vanguard to move it OUT of the collapsing market to cash or non-equity funds till 02/2008. That’s 4 months of loss the estate took.

It left a bad taste in my mouth for Vanguard. But they do have a good selection of funds for low fees.

I like Schwab the best of the 3 places.

[Author]

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