Interesting. I think this is exactly why I have been getting called as well. I see you were getting that "you can save X in taxes" like me. This all makes sense now. Thank you for the follow up post. To be clear, my first few meetings were very fruitful and I learned a lot - no sales pitch - that came in later meetings. I know it's there job to sell, so I don't hold it against them. I just keep telling them I am self managed and eventually they stop calling for a bit. I am very happy with Fidelity overall. Super impressed with their customer service.We had a nice chat but their main mission was to pitch ne their Direct Indexing account. Tried to convince me the TLH opportunities would more than make up for the fee. I had lot of question about it it (do you TLH Apple for Google?) and whether TLH opportunities disappear as you stop investing (I'm getting close to retirement). Once I told him it wasn't for me and have not heard from them since.Did you ever have that meeting? How did it go?Yeah, I'm not sure whether "high net worth" was to stroke my ego or not. I don't yet have a million in my brokerage, but I definitely have more than that with Fidelity once I throw in the IRAs
Statistics: Posted by max12377 — Fri Jun 14, 2024 7:02 am