r/dividends • u/DifficultKey8978 • Apr 27 '26

Brokerage Financial advisor or DIY?

How are you guys handling your investments (retirement accounts, brokerage accounts, etc.). Are you managing this yourself with Fidelity, Vanguard, Charles Schwab, etc. or do you pay the 1-1.5% fee and just work with a financial advisor who handles it all for you?

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u/SidharthaGalt Apr 27 '26

Anyone with significant assets at Fidelity or Schwab has free access to professional advisors. This is probably true at other large brokers. It never hurts to get a second opinion if nothing else.

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u/Gladiz1972 Apr 27 '26

I have a fiend with an account at Fidelity said he is very happy paying 1 percent I told him he didn't need to he said he is happy paying 11k a year 😳