Hi All, I have so far managed all of my investments. I recently consolidated everything at Fidelity and they have recommended Zaks for investment strategies, but they charge 1% which is a high cost. Who do you use for wealth planning, create an investment strategy, re-balance portfolio. I have about 700K in my stock account mostly growth tech stocks. Thanks TC: 400K
A reputable Financial Advisor team might be your best bet in terms of maximizing services for a fee. I would refer you to Private Banking/PWM, but you need more liquid assets.