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Vanguard review: Funds portfolio

MRedman of US

Nov 09, 2023 11:41 am EST

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Word to the wise. I inherited from my late sister a substantial portfolio with Vanguard. My sister worked in securities and managed her portfolio with much success and continued growth. It took me over a month for Vanguard to do the transfer to just my name was problematic. Then I called numerous times and had appointments with advisors that I wanted to interview to manage, (for a fee) my portfolio. The appointments came and no call from any of the Vanguard advisors? Yesterday I made another call to Vanguard to find an advisor (for a fee) and after discussion with Mario in Sales, because I inherited my portfolio, he advised me that "Vanguard was not a good fit for me"? Being in sales myself this is a sad bit of advise when my portfolio exceeds $500,000. According to Marco, (in sales) inhereited portfolios, you are not qualified to pay an advisor to manage your inherited accounts? Today I had my financial advisor at Fidelity contact Vanguard for a complete transfer from Vanguard to my existing Fidelity accounts. Fidelity is very happy to manage my new addition to my existing portfolio.

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Oct 29, 2024