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Money and Finances
Reply to "Inheriting wealth and preservation"
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[quote=Anonymous][quote=Anonymous]Look, if you want some real options, you need to go to one of those high net-worth brokerage houses and ask for some options. This is what they do. You will pay for their advice, but they will help you come up with a plan for you and help you execute it.[/quote] The high net worth wealth management places would charge 1% a year or more. Also, with 1.5M cash to invest, which isn't really high net wealth, It's about mitigating fees and good tax planning. Wouldn't going to a fee only financial planner be the best bet? Or one on an hourly rate at that fund level? [/quote]
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