Who are you partnered with? It’s no secret that Vanguard, Fidelity and Charles Schwab could be considered three of the most popular and well-known brokerage firms. Each offers a wide range of products and services, from banking and investment products to financial advisors and financial planning services.
However, there are some important differences, from fees to financial services to research resources, each of which could impact your customer experience. Learn how these firms compare so you can decide on the fit for you.
Ready to kickstart your retirement? Working with a financial advisor can be a crucial part of any healthy retirement plan. But with thousands of options available, knowing where to start can seem daunting. That’s why SmartAsset created a no-cost tool to help match you with up to three financial advisors serving your area. All advisors on the platform are rigorously screened through a proprietary due diligence process and legally bound to work in your best interest.
While your advisor matches may not necessarily be associated with the above institutions, research suggests people who work with a financial advisor:
- feel more at ease about their finances
- could end up with about 15% more money to spend in retirement.¹
It's never too late to plan to work toward a comfortable retirement.
See how Vanguard, Fidelity and Schwab stack up »
|