20 years with Edward Jones

I finally got around to transferring my Roth IRA from Edward Jones to Fidelity.

I've been maxing it out for 20 years and was my advisor's very first client.

When he called after I initiated the transfer, that made for an uncomfortable conversation.

I told him he was great, and I found value in having the account there when it was smaller, but the fees didn't justify it with the size of account I have now.

Estimated loss to fees over that time is somewhere between $50k and $70k.