I use Vanguard for a brokerage account and Wealthfront for my Roth IRA, but looking for new advisors (to combine assets). What’s your favorite and why? Thanks Blind! YOE: 5 TC: 350K
I tried fidelity, CS and vanguard for brokerage after I was done using RH. Personally found CS to be the best with UI and data about your portfolio performance. Still dated compared to RH but miles better than Fidelity and Vanguard. Cant speak on their IRA services or Wealthfront and Marcus.
No option for others. Would also recommend Acorns. Can give you referral and both of us will get some $$