Recent content by TrotHexedCoyote

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

    Asking for a friend! I’ve talked to a few financial advisors in the past who charged a percentage—honestly, once I learned more about that model, I wasn’t a fan, so I stopped working with them. These days, I have an FA I pay a flat fee of $7k a year (it was a little less to start). Now a buddy...
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