Got a call suggesting that I do a review.
They mentioned I could save expenses.
I have some Contra in a 401K that they said I could do better.
Contra has an expense of .8% not bad… although with mediocre performance.
They set up an appointment. Is this a pretext of a sales call? Why would Fidelity call to get me to change from Contra to an index fund… maybe not a bad idea but what is their motivation.
I have been happy with Fidelity but this makes little sense.
I am not interested in adding a fee for “advice” on low risk Mutual Funds.