I want to leave my financial advisor since I don’t want to pay the 1% fee anymore. I have a very small brokerage account I started a few weeks ago at fidelity and was thinking of transferring my Roth IRA and my husband’s Roth and Ira rollover into fidelity.
Any advice on how to do this properly?
Also, any suggestions on what etfs go better in Roth IRAs versus the brokerage account? And why. Thanks!