I inherited an account with American Express Financial Advisors, the forerunner of Ameriprise. Several years ago the financial advisors broke off from American Express, but from everything I can read, nothing much changed. I met with the advisor. Nice fellow, but he was pushing a financial plan--computer generated, for a fat and selling mutual funds with mediocre performance and loads. I bailed. The loads can be either upfront or a higher annual charge--same difference. Run! Vanguard would be an excellent choice and if the amount involved is substantial, they will provide advice. Dan Wiener also has model portfolios of Vanguard funds and for a yearly subscription fee you get a weekly e-mail and monthly newsletter. It would be a good choice, although for 2011 his portolios, like many mutual funds, lost money. He's made in back in the Jan-Feb 2012 timeframe. Fidelity is also good. Actually I have accounts with both. Best wishes, Chris
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