Is it possible to move Vanguard Tax Managed Balanced fund VTMFX from Vanguard taxable brokerage to Fidelity taxable brokerage account. But I don’t see VTMFX in Fidelity at all.
I have VPMAX in Vanguard Roth account. When I search for VPMAX in Fidelity, it is available with a transaction fees. Why is the difference?
I would like to consolidate into Fidelity but would like to retain VTMFX. Is it possible at all? Thanks for any replies
I signed up with PV in Feb 2026 & waited till March to get an appointment since I wanted to meet with the only CFP at that time Jared. Now they have hired 2 more CFPs! ( including a lady- I’m thinking about setting up appointment with her just so my not so financially savvy wife can meet)!
Jared was very friendly & thorough in reviewing the financial plan, Roth conversion plans, etc. Those who say eMoney at PV is the same as the one at Fidelity are wrong! eMoney at PV has much more functionality / features than at Fidelity. eMoney at PV is a great tool, can produce reports cash flow, income planning, asset allocation, tracking all expenses at one place, etc. Phenomenal!
All of this for 12$ per month, ridiculously inexpensive! I would keep it even if they charge 100$ or more per month.
Jason, the only CPA was somewhat patronizing. Not as friendly as Jared or Mark Z. But he did review my Roth conversion plans.
The meetings are recorded by Fathom, you can watch the entire video and review the accompanying notes. The company is very tech savvy. Mark responds to emails via Loom videos. Again you can play again as needed to understand!
Overall I’m mighty impressed. Appointments can be booked out but at 1/10th the cost of Domain
money, Facet, Range, etc!
I am grateful to Rob Berger who introduced PV to me. Those of you newly exploring these issues, I highly highly recommend Berger. Innocent guy, genuinely good advice, no hidden motives.
If you are a DIY person, like to keep things simple, and not any to keep costs low, go with PV, by Golly ridiculously cheap!!
Hope you found this review useful!!