Do you have a financial planner if your HHI is $250-300K, and, if so, why or why not?

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05/23/2013 20:58

Subject: Do you have a financial planner if your HHI is $250-300K, and, if so, why or why not?

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Anonymous

Anonymous wrote:Oooh, can I be the adviser for the $200 mil portfolio? At 1 percent, that's $2 mil a year for me. Sweet!

You'll need a assistant for this portfolio (me). I only need a paltry 300k per year. I'll wine and dine the client while you pick money out of his pocket. Deal?