My Fidelity Advisor who I asked to help asses my retirement readiness recommended an Annuity for roughly half my portfolio and Fidelity U.S. Large Cap Equity Strategy SMA for the about roughly the other half of my portfolio.
The Fidelity U.S. Large CapEquity Strategy SMA comes with an Annual advisory fee: from 0.30% to 0.70%, based on your total assets invested. The fee bothers me a bit.
Does anyone have experience with this SMA? If so what is your opinion of it and what is your opinion of SMA's in general?
Submitted April 23, 2024 at 09:41PM by MCDiver711 https://ift.tt/hcV4X9g
