Hi everyone, I am looking to consolidate my IRA and brokerage accounts at one institution. I’m thinking Charles Schwab or Fidelity, and looking for other recommendations and insight. What are questions I need to ask myself when choosing an institution? How important is it to have a fiduciary for an amateur investor? I’ve done little research so all advice, including advice that may seem basic is welcomed—also reading recommendations!

Thank you in advance, kindly.



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