All eggs in one basket?
I have about 1 million dollars in fidelity that they help me invest at .09%. I have inherited more money, should I put it in fidelity or another company like Schwab. Thanks.
Terry Says
I really don’t think that’s a concern. You can put it elsewhere, but then you have to coordinate your asset allocation. And as you noted, you get a discount on management fees when you have a higher balance with one firm.
