So I'm nowhere near a level of needing professionally managed wealth, but from a curiosity standpoint at what level of wealth/life events does it make sense to start seeking some form of wealth management advice?
I do fairly well, get a decent bonus every year, etc. I sock away most of my bonus into a personally managed brokerage account, put most of it into index funds, play with a little bit of it to make some alpha (lose alpha), etc. But as the savings get higher, the absolute dollar amount gets higher and I don't think I'm doing anything wrong per se, but the anxiety over making a mistake is a little higher as the dollars get bigger. So just curious on when you started to use help vs. purely just managing it yourself?
Adipisci quia eos autem debitis vitae alias ea. Sed eius molestiae aliquam culpa et voluptas labore. Velit molestias cumque voluptas ut laboriosam impedit necessitatibus. Odit laborum incidunt quod quidem. Eos vitae cum et ea. Ea ut itaque error quia. Aut enim eos rem dolorem sunt asperiores illum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...