Replies to post #53865 on Sharing Knowledge in Smallcaps

[BullNBear52]

Vanguard's closest office was over an hour away and Fidelity had an office 20 minutes away. And I wanted an office and an FA close by so I made an appt with Fido and took all the accounts on a spreadsheet and spent an hour going over them with him including statements from the BS I was currently holding. And explained to him how pissed I was. He was stunned when he looked at some of the crap I was holding as well.

So he and I worked to move all the accounts to Fido and he set them up with the one's they managed and the ones I managed which the other dickhead wouldn't allow me to manage.

Fido got my 401K to IRA that is invested in FIDO ETFs for tax purposes which has recovered nicely.

Fido got the large cash account which is all stock and the bluest of the blue chips. THat has recovered nicely.

I got my wife's small IRA which I'll need for later when her 401K gets rolled into it then FIDO can manage that.

My play money account I got and I manage that.

My son's joint account we got as well and that is his learning account.

I still have 2 accounts to deal with once my wife retires which I will roll over to her IRA account at FIDO. Her 401K and her pension.

I am meeting next week with my FA at Fidelity next week.