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[quote=OTAlexFA][quote=Anonymous]do you think it makes sense for people to put all their money with one advisor they trust (the funds themselves are diversified), or to keep a number of people on hand?

my money is managed by different people at different places - i just feel more comfortable that way - but there's no 'one person' who knows my whole portfolio (with a financial background, of course DH and i do).  hope this makes sense.[/quote]

Completely makes sense.  I have no problem whatsoever having multiple people that you trust managing your money.  Obviously, those advisors might tell you something different, I'm sure, because they'd like to have all the assets.  The only concern I see is having those individuals in the dark about your entire portfolio.  I think your most trusted advisor should know everything that you have so that way an accurate financial plan can be created for you, even if you have zero plans to move more assets to him/her.  They should understand that, as well.  However, a good doctor will want to know all the symptoms before issuing a diagnosis, right?[/quote]

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