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第 31 楼 / 法_语
- 时间: 2009-12-04 14:33
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- 时间: 2009-12-04 14:39
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- 时间: 2009-12-04 14:48
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- 时间: 2009-12-17 17:52
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- 时间: 2009-12-17 18:00If you want to buy, buy directly from Fidelity, do not go through your brokerage firm. My suggestion!
ranchgirl 发表于 2009-12-3 14:51
Wondering why? Thanks!
reks 发表于 2009-12-4 02:31
1) less trade limitations, more freedom
2) less possible cost, brokerage usually has charge on no-load mutual funds
3) Even your broker does not charge on no-load mutual funds(rare), but they will impose more penalties
4) Indirectly: you save fidelity money, result: your fund performs better.
Copied from my post here
my post -
- 时间: 2009-12-17 18:56
ranchgirl 写道:If you want to buy, buy directly from Fidelity, do not go through your brokerage firm. My suggestion!
ranchgirl 发表于 2009-12-3 14:51
Wondering why? Thanks!
reks 发表于 2009-12-4 02:31
1) less trade limitations, more freedom
2) less possible cost, brokerage usually has charge on no-load mutual funds
3) Even your broker does not charge on no-load mutual funds(rare), but they will impose more penalties
4) Indirectly: you save fidelity money, result: your fund performs better.
Copied from my post here
my post
假如在TD Waterhouse开户，自己直接交易，卖些Fidelity的基金，、、是不是与在Fidelity开户买基金是一样的吧？ -
- 时间: 2009-12-17 21:26
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- 时间: 2009-12-18 01:20
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- 时间: 2009-12-18 14:25 写道:
我是透過私人理財顧問在fidelity.ca開了免稅帳戶
存了$ 5000
那以後可以自己買
還是一樣要透過理財顧問買?
I don't know.
1) I don't know why you need to 透過私人理財顧問在 fidelity.ca 開了免稅帳戶, you cannot do it by yourself in Canada?
2) I don't know why your 私人理財顧問 recommend you to fidelity.ca, since fidelity is no-load. Usually 私人理財顧問 doesn't like recommend no-load funds, because he/she does not make money, or makes less money from it. Logically, he/she must be able to make some money from you through the process. Tell me, did you pay him/her in hourly/visit base (that is the best, since it is one time deal)
3) I don't know the contract between you and your 私人理財顧問, whether or not she/he limits your access right to fidelity? Can she/he do it in Canada?
Remember, 私人理財顧問 is trying everything possible to take as much money as possible from your pocket in the process, at the beginning and also down the road.
Keep this in mind, please! -
- 时间: 2009-12-18 14:27 写道:
补充一句, 我觉得私人的理财顾问是最最没用的!
hahaha, you are absolutely correct, unless you are a billionaire.
Even fidelity so called private money manager for you, actually is a lie. You give him a profile, he will give you a portfolio exact the same as everyone else with the same profile, not personal/private at all.
If you enter the so-called private management 2 days before the market crash, you will lose exact the same percentage of money as someone else joined the management 5 year ago.
Some Helpful Mutual Fund Knowlwdge
