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Asset management, under 75K? |
Hi. What happening is that I openned an account with North Fork Bank asset management a few years ago. They manage your portfolio for you (buying and selling mutual funds as they go up and down) and collect a commision every quarter. Unfortunately Captial one took over them and is closing this service :-( Here in the US , Schwab starts for about $10K , Try Meeder Advisory Services. They are great! Financial advisors at the wirehouses would take this account. If you're already using mutual funds, then it probably wouldn't be any more expensive. Open a brokerage account at Fidelity and I will manage your account for FREE. (I am a Portfolio Manager with over a decade of experience in the Stock Markets) |
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