DTF.com.au

asset management, under 75K?

Hi. What happening is that I openned an account with North Fork Bank asset management a few years ago. They manage your portfolio for you (buying and selling mutual funds as they go up and down) and collect a commision every quarter. Unfortunately Captial one took over them and is closing this service :-( What was great about them was the fact that you needed only 50K at the time to open such account which is simply super. Does anybody know of any asset management service that does help peeps like me (50K-75K) ? Most of them won't even talk to you unless you bring 500,000 or more to the table. I appreciate it guys. Thanks

Public Comments

1. Try Meeder Advisory Services. They are great!
2. Here in the US , Schwab starts for about $10K , Is no one in the UK comparable to Schwab ? And mutual funds are the kiddie level of investing . If all your $$$$ are in MF , you could start managing them yourself . ?
3. Financial advisors at the wirehouses would take this account. If you're already using mutual funds, then it probably wouldn't be any more expensive.
4. Open a brokerage account at Fidelity and I will manage your account for FREE. (I am a Portfolio Manager with over a decade of experience in the Stock Markets) Nobody makes any money with asset management with accounts with less than $100,000.00 USD and that's why Capital One is closing the service. I will sign you up as a customer today when you are poor and maybe you will pay for my services in the future when are rich (When your account is worth at least $100,000.00 USD)