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Reply to "How much money before you stop managing and hand off to a wealth management firm?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]OP here: doing further research. The big breakthrough is at $10m when you qualify for private banking at places JP Morgan and CITI. That opens you up to more investment opportunities and tax, retirement advice[/quote] Do you really want private equity opportunities? I wouldn't at that level of NA. Just use Fidelity or Vanguard. [/quote] I'm not there yet because my portfolio isn't big enough to qualify. But yeah, if an advisor I trust makes a strong rec, i would certainly consider it. That's the whole point of getting help. [/quote]
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