Vanguard has been my principle custodian over the years for their low fees, index funds and corporate structure that Bogel set up. ( benefit the individual investor, not the Schwab or Johnson family @ Fidelity) Competition and more transparency has brought many companies, especially new ones into the fold with some great offerings. I've aggregated my assets into two platforms for ease of record keeping (Vanguard-Taxable holdings and Schwab-Retirement accounts)
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Vanguard has been my principle custodian over the years for their low fees, index funds and corporate structure that Bogel set up. ( benefit the individual investor, not the Schwab or Johnson family @ Fidelity) Competition and more transparency has brought many companies, especially new ones into the fold with some great offerings. I've aggregated my assets into two platforms for ease of record keeping (Vanguard-Taxable holdings and Schwab-Retirement accounts)
Post: Which banks, brokerage firms and other financial companies would you recommend to friends?
Link to comment from April 10, 2021