Quote:
Originally Posted by SamC.
I've noticed thru the years w/ Fidelity that as I cross certain "thresholds" in dollar amounts, the offers of assistance come rolling in. In the early days, it was an email or regular mail. These days, a "personal advisor" will call. Flattering but not particularly useful.
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In my case it's outta the blue .... no significant changes to amounts, etc.