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Reply to "Do you use a “wealth manager” or DIY?"
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[quote=Anonymous]I ($6M) use a financial planner who charges about 0.4% annually. There are some special services that he’s done, like setting up bond ladders for income, and advising on tax strategies. He also advises on insurance and setting up trusts. I could do all of it DIY in theory, but it’s not my area of expertise, and it’s nice to have a professional looking over our accounts every quarter.[/quote]
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