u/Entire_Leadership586

Hey all. The Fidelity account I manage myself, the two Schwab accounts I have a third party manager, who I actually meet with this Friday so if anyone has something that I should bring up to him I definitely can do that. Just asking for thoughts. I haven’t been doing recurring transactions yet for the Schwab accounts (I’m going to lump sum max out the Roth IRA at some point too) but I do $25 every week for each Fidelity position except for FXAIX which is $50 per week.

Thanks!