Recent content by beachtrowgator

  1. B

    What’s the fair fee for a $15M portfolio with a financial advisor?

    Hey there, I’m a financial adviser and run my own firm. It really depends on what t is you’re looking to be “advised” on. For example: If it’s holistic advice, that takes your whole situation into account, and we’d be figuring out how to restructure everything, working with accountants on tax...
Back
Top