Low costs and guidance from their investment firm -- self-directed investors want both, according to J.D. Power’s latest survey. Charles Schwab, Vangurd, Fidelity Investments and T. Row Price scored highest in satisfaction ratings, its researchers said, because they manage to deliver on both expectations through digital means.
"Even though by definition they don’t work with a dedicated personal advisor, [self-directed investors] are increasingly looking for the firm they work with to provide guidance in a variety of ways," said Mike Foy, director of the wealth management practice at J.D. Power.
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