No. of Recommendations: 0
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?
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