Fidelity Separately Managed Accounts: Intermediate Municipal Strategy

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Oilcans
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Joined: Tue Mar 27, 2018 12:50 pm

Fidelity Separately Managed Accounts: Intermediate Municipal Strategy

Post by Oilcans » Mon Apr 30, 2018 1:56 pm

AtlanticoilFavoriteIgnoreE-mailFlagFidelity Separately Managed Accounts: Intermediate Municipal Strategya few seconds ago | Post #3929112
:oops: I have always selected my own funds and have done quite well on my own. However I am $500K short on the fixed income side of my allocation. I am in the highest tax bracket and have been purchasing some muni funds in the past couple of years. I have looked into purchasing indvidual muncipial bonds but have been a little unsure of myself in selecting the bonds needed.

Anyway Fidelity recommended I let their team make the individual muni bond selection for me for at an 0.40% Advisory Fee.

If I go ahead with this it would be only for my muni bond allocations and not for anything else.

Looking for opinions about this strategy especially from anyone else that may have one of these accounts.

Thanks.

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