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?
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.