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re: Managing 401(k) Rollover
Posted on 12/27/12 at 2:44 pm to matthew25
Posted on 12/27/12 at 2:44 pm to matthew25
My wife and I have most of our accounts with Schwab. Extremely pleased but I am comfortable managing our finances. Schwab does give advice. We have a Schwab consultant that emails/calls occasionally offering help. Not sure but it might be tied to the size of the account though. I've emailed her several times with questions and have even had a portfolio checkup done. They will/can not give advise on your employer 401ks. Only the accounts with them. I think it is a banking regulation thing if I not mistaken.
1
Posted on 12/27/12 at 4:34 pm to NBR_Exile
With Schwab, they told me it was no fees to open and no fees to maintain. Where do they make their money?
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