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wealth mgmt firms


gilakkai

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meru evaraina money ni wealth mgmt firms lo pettara? like they will build a portfolio based on your needs and they charge you 1.5% per quarter. thinking of moving of my old employer 401k to these kind of firms.

anyone has personal experience in these things, if so miru personal ga gains emaina chusara..also emaina contacts unte ivvandi..

thanks!

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5 hours ago, gilakkai said:

meru evaraina money ni wealth mgmt firms lo pettara? like they will build a portfolio based on your needs and they charge you 1.5% per quarter. thinking of moving of my old employer 401k to these kind of firms.

anyone has personal experience in these things, if so miru personal ga gains emaina chusara..also emaina contacts unte ivvandi..

thanks!

Wealthfront and Betterment rendu bagunnay. Nenu wealthfront ki move chesa na patha 401. PM if u have questions 

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6 minutes ago, 50Paise said:

Wealthfront and Betterment rendu bagunnay. Nenu wealthfront ki move chesa na patha 401. PM if u have questions 

 

1 hour ago, NextGenInd said:

Wealthfront is also good.

 

5 hours ago, sid_22 said:

betterment.com baagundi.......... look into it for 401K wealth management.

 

 

Thanks!!

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