Case File
efta-02438837DOJ Data Set 11OtherEFTA02438837
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02438837
Pages
1
Persons
0
Integrity
Extracted Text (OCR)
Text extracted via OCR from the original document. May contain errors from the scanning process.
To:
Jeff epstein[jeevacation@gmail.com]
From:
Sent:
Mon 10/26/2009 12:23:57 AM
Subject:
$?
I met with a portfolio advisor from Fidelity. He suggested that I put the
8400,000 that i was planning on buying an apt. with in June, into a Bond fund or
two, such as a Janus Bond fund (3.3%) or the Wells Fargo (VFNX)Bond fund. Then
put the rest of my money into a 60% stock funds and 35% bond funds. If I decide
to let Fidelity manage the account it will cost about $350 - 400 a quarter. Or
1.2% annually. It might go up in January. What do you think?
EFTA_R1_01512244
EFTA02438837
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