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Reply to "If you have a net worth of 1.4 million at 44"
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[quote=Anonymous]Schwab gives you financial advisor for free if you have enough $ banked with them. It was less than a million when they offered it to me. We have $ spread around a variety of brokerage accounts so I assume the way they monetize off this pitching you oh consolidating all your assets on their platform and/or selling you on certain funds or portfolios (like intelligent portfolios) that take some % albeit lower than 1%. But you don’t have to take that advice to just get a general financial picture and an assessment and high level advice. Still you could pick up 1 book on investing/saving and learn it yourself. [/quote]
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