I don’t think this was ever discussed here, and I wonder if anyone has any interesting experiences to share.
My account at Fidelity is classified as “Fidelity Private Client Group” and they call me periodically to set up an introductory meeting with my “advisor.” I have never taken them up on the offer. Does anyone have any experience to share? Are there any products that they offer that would be worth me talking to this guy?
The only thing I get from it is the free TurboTax every year - anything else I am missing on?