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Author: Howie52 Big funky green star, 20000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 169  
Subject: Re: Rollovers ? Date: 3/9/2014 12:50 PM
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"I am looking to roll this one over to an actively managed account.

Does anyone have advise on which firms would do a good job and also have lower fees.
Looking at TRowe, Fidelity, Etrade, and Merrill Edge.

It looks like Merrill Edge has the lowest fees but I may be missing something. Anyone have experience with managed accounts at these firms?

Thanks, Mike "

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

You picked a board that is not frequented by many people. I would suggest trying:

Retired Fools
Retire Early Campfire
Retire Early Liberal Edition

I just did a Rollover looking for an actively managed account - looked at
Vanguard - TRowe Price - and some local outfits - and talked to BB&T
- went with the BB&T option - Scott and Stringfellow.
I was interested in getting a group where my DW felt comfortable
talking to the people and working with them.
This may not be the lowest cost approach - but so far I am satisfied
with the results - even though I would never have invested in the
areas they have suggested and implemented. Sounds odd and against
the grain - but investing is not my area of expertise. I already
have 2/3rds of my investments in areas I did the due-diligence in and
felt comfortable in knowing the companies, earnings drivers, and
risks. I needed exposure into areas where my knowledge was inadequate
to get a real perspective.

Anyway - I suggest bringing the question to a wider audience.
The 2nd and 3rd boards listed tend to have discussions that
have nothing to do with investments - but when a poster asks
a question both boards drop their political and wider discussions
to help people.

Good luck

Howie52
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