Personal Investments • Roll over from Alerus to Fidelity

My husband recently retired and has a 403 (b) and a pension at Alerus in Vanguard Funds including the Vanguard 500 Index and bond funds. Would it be prudent to roll it over to Fidelity or Vanguard directly instead of keeping it at Alerus? Alerus claims that we are paying the lowest fees possible but I am wary of accepting their advice. I’d appreciate any feedback you may have.

Thanks,
LMB123

Statistics: Posted by LMB123 — Sun Aug 18, 2024 8:13 am — Replies 2 — Views 101

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