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Message
re: Edward Jones Roth --HRAAX??
Posted on 2/23/15 at 3:52 pm to sonoma8
Posted on 2/23/15 at 3:52 pm to sonoma8
quote:
Do I need to contact EJ to give them heads up or just let vanguard do their thing?
good question. I don't think you need to tell them anything, (i believe they will hit you with a 100 dollar closing account fee)but i did just to let my salesman know why i was leaving. Not long after that she quit! LOL 
1
Posted on 2/23/15 at 3:56 pm to Fat Bastard
HAHA, I'll just give them heads up then. Thanks for your help FB.
Posted on 2/23/15 at 4:00 pm to sonoma8
quote:
HAHA, I'll just give them heads up then. Thanks for your help FB.
no problem buddy. You are making the right move.
You will love vanguard.
also, my apologies if i came across as a dickhead in the beginning. As you can see my dislike for EJ got the best of me.
This post was edited on 2/23/15 at 4:06 pm
Posted on 2/23/15 at 4:05 pm to Fat Bastard
Never realized the amount I was payin at EJ. Once they talked how they only charge the "ratio" or whatever it is, makes a pretty big difference after a while. Going to switch my wifes next, shes got some BS (Investment Company of America) crap. They guy sold some of her stocks and now is sending us a 1099B IRS form for making a $58 profit.
Posted on 2/23/15 at 4:12 pm to sonoma8
quote:
Never realized the amount I was payin at EJ. Once they talked how they only charge the "ratio" or whatever it is, makes a pretty big difference after a while. Going to switch my wifes next, shes got some BS (Investment Company of America) crap. They guy sold some of her stocks and now is sending us a 1099B IRS form for making a $58 profit.
make sure at vanguard you sign up for paperless electronic statements so you have NO ANNUAL fee on your roth. no loads, cheap expense ratios, cheap commissions for stock trading(yes you can do it online unlike edward jones, what a novel concept eh?). great service.
Posted on 2/23/15 at 4:19 pm to Fat Bastard
quote:
cheap commissions for stock trading
Yea that was the plan...Didn't know about that part tho, Good to know!
Posted on 2/24/15 at 3:50 am to sonoma8
Go to bogleheads.org to learn about asset allocation with vanguard.
Posted on 2/24/15 at 7:42 am to Fat Bastard
quote:
also, my apologies if i came across as a dickhead in the beginning. As you can see my dislike for EJ got the best of me.
No problem bud, just tryin to learn a thing or two about how this stuff works. I know this topic gets repeated over and over on this forum and it gets old. Just a totally different language to me, I want to be smart with my money, just dont want to get raped in the process. Thanks for lookin out
Will do EazyE, Hopefully get the ball rolling on all this stuff by the end of th week. Thats if uncle sam doesnt bend me over the barrel first
This post was edited on 2/24/15 at 7:44 am
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