2
14 2nd St SW #201, Rochester, MN 55902, USA
Rochester, Minnesota 55902
+1 507-281-0403

I have actually had really great luck with MSSB. During normal business hours, I always talk to a knowledgeable accountant, and my financial manager has had great advice on how to do the most for my money now and saving for retirement. He has always been willing to see me, or make an appointment if his days are full. Morgan Stanley is better suited towards larger investment amounts, which is why they charge seemingly large money management fees, I think around 5%, but their investors are really skilled at making money, and good about keeping me up to date with emails about their plans when stock markets are doing poorly. Plus, they have options for going paperless!

I suggest to avoid doing any business with Morgan Stanley Smith Barney. I had an account with them for years, including a Roth IRA that only had $400. They were charging me $75 a year to "manage" my account, even though my money just sat there and they didn't do anything. Finally, I decided to move my money to another brokerage company to avoid the $75 annual fees. Smith Barney charged me over $300 in cancellation fees! That's 75% of the total value of my Roth IRA!!! Stay away from Morgan Smith Barney and consider a different brokerage company that doesn't charge absurd amounts of fees.

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Morgan Stanley — Finance company in Rochester

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Morgan Stanley

Finance company at 14 2nd St SW #201, Rochester, MN 55902, USA. Here you will find detailed information about Morgan Stanley: address, phone, fax, opening hours, customer reviews, photos, directions and more.

Rating

5
/
5
Based on 2 reviews

Contacts

Categories:
State:
Minnesota
Address:
14 2nd St SW #201, Rochester, MN 55902, USA.
City:
Rochester
Postcode:
55902

About Morgan Stanley

Morgan Stanley is a US Finance company based in Rochester, Minnesota. Morgan Stanley is located at 14 2nd St SW #201, Rochester, MN 55902, USA.


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ALL reviews about Morgan Stanley

  • Maria
    Added 2015.06.20
    I have actually had really great luck with MSSB. During normal business hours, I always talk to a knowledgeable accountant, and my financial manager has had great advice on how to do the most for my money now and saving for retirement. He has always been willing to see me, or make an appointment if his days are full. Morgan Stanley is better suited towards larger investment amounts, which is why they charge seemingly large money management fees, I think around 5%, but their investors are really skilled at making money, and good about keeping me up to date with emails about their plans when stock markets are doing poorly. Plus, they have options for going paperless!
  • Sierra
    Added 2013.12.15
    I suggest to avoid doing any business with Morgan Stanley Smith Barney. I had an account with them for years, including a Roth IRA that only had $400. They were charging me $75 a year to "manage" my account, even though my money just sat there and they didn't do anything. Finally, I decided to move my money to another brokerage company to avoid the $75 annual fees. Smith Barney charged me over $300 in cancellation fees! That's 75% of the total value of my Roth IRA!!! Stay away from Morgan Smith Barney and consider a different brokerage company that doesn't charge absurd amounts of fees.
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