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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]We have about $11m excluding real estate, although about $5m is in retirement accounts so outside of what our financial advisor handles. We probably had around $2m outside retirement accounts when we started with him. We are financially savvy but don't have the time to study the market or think about tax strategies, so it's great to have someone doing that.[/quote]
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