z**********3
发帖数: 11979 | 1 1 vanguard开mf账户,选电子账单免account fee
2 买几个vanguard low ER的mf/etf 建好portfolio
3 fidelity注册promotion,做asset transfer from vanguard
主要是转security +少量cash
4 在fidelity park9个月transfer back to vanguard,用3个月rebalance portfolio
5 repeat 3-4
pros
1 vanguard low ER
2 转security为主 保持投资稳定性 减少capital gain tax
3 反复拿fidelity的promotion是允许的,把mileage cash掉后等于获得额外1%的return
cons
折腾 ,不知道有什么hidden fee
http://www.onlinebrokerrev.com/commissions_and_fees/account-tra
vanguard fido都是免费的 | V********6
发帖数: 593 | | r****b
发帖数: 1087 | 3 transfer security 应该有fee吧 |
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