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Based on your situation, if fees are the most important criteria, you may want to check out the Wells Fargo PMA account. I am assuming that the $37k in your Roth IRA is invested in mutual funds, stocks and money market funds. Fidelity Investments Institutional Operations Company LLC P. Read it carefully before you invest or send money. Contact us to determine which retirement options would work best for you. Check out our support page for help and get in touch today.
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The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated.
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