If you have money invested in the stock or bond markets, I encourage you to use index funds. I have Fidelity accounts in S&P 500 and whole market index funds, and an indexed bond fund. I have been happy with the results, which cost tenths of a percent per year in fees. No “money manager” is getting a penny of my money.
Vanguard is another reasonable option.
Robert Gilchrist Huenemann August 11, 2023