Personal Investments • How to invest your portfolio when rolling over a 401K to an IRA?

... We're meeting with a financial advisor at Wells Fargo,...

Wells Fargo is the absolute last place I would go for investment advice.

There are many less expensive / better advisory choices, OR, you can just self-manage if you're interested.

Regards,

I agree that Wells Fargo is not a place to get / pay for investment advice. However, Wells Trade is one of the best free brokerages around. One could buy VTI (Vanguard Total Stock Market Index ETF) and other ETFs at Wells Trade without paying for any commissions nor advice.

Full disclosure: We have WellsTrade accounts and a Wells Fargo checking account. We also own shares of VTI.

Statistics: Posted by livesoft — Wed Nov 06, 2024 3:53 am — Replies 8 — Views 657

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