Planning to sell my rsu’s and looking for investment advice. I spoke with personal capital, Morgan stanley and charles and fidelity for private client fees. And most of them are charging from 0.89% to 1% in fees on average value of your portfolio. Given i will be investing around 2m the yearly fees is going to be around 18k.
Is it worth going with them?
How do you manage your portfolios? I am not a good trader and have no experience in investing.
Any suggestions are greatly appreciated.
Tc 350k
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Just park your money in good companies who are changing the world and be patient
Read this for a primer of a simple strategy
https://www.bogleheads.org/wiki/Three-fund_portfolio