Re: Investment Plan
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Ironfly, would you recommend I open an account with Fidelity or Schwab instead of Firstrade?
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I'm not familiar with FirstTrade.
I'm a satisfied customer at Fidelity and I like them alot. But of course what I want and need is going to be different from you.
I think a good aspect of Fidelity/Schwab is that they have locations where you can go to hear a lecture, talk to an advisor, get materials etc. and learn about how to make an investment plan. Often a free consultation is part of setting up an account (there may be minimums/other catches, you'll have to check it out yourself). Fidelity does charge more than FirstTrade.
Something you should know about Schwab/Fidelity/brokerages in general: they do push their own funds. But you don't have to buy it if you prefer something different.
I think as long as you take the opportunity to sit and talk with a professional advisor (fee-based) you'll be fine.
Good luck,
IronFly
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