The Motley Fool Discussion Boards

Previous Page

Fool Community Help Desk / Ask A Foolish Question

URL:  http://boards.fool.com/portfolio-wmdp-30304236.aspx

Subject:  Portfolio w/MDP Date:  10/6/2012  2:25 PM
Author:  markh106 Number:  259415 of 267076

I am 63 years old and have about $500,000 in current portofolio with a indendent money manager. Portfolio is with Schwab and Pershing.
How do I break relationship with indendent manager, design portfolio in line with Motley Fool considering the % risk to my current age.
I've read articles on % breakdown from MF e.g. bonds vs stocks.
Can I just contact Schwab, roll everything to them and have them profile it to MDP?
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us