My wife and I are in our early 60s and have multiple retirement accounts. One IRA through Wells Fargo Advisors is worth about $215,000. This investment is in a managed fund that Wells Fargo administers. We are not well versed in the particulars of investing and would like to get an independent party to review all of our current investments as to performance, fees, etc. We are willing to pay for this service and, at the same time, not be hustled or asked to move our investments.
We have been with the same broker (his father first) and trust him, but we would like an independent review. Can you offer suggestions as to who or what companies we can turn to for this service? — J.P., Nashville, Tenn.
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