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Oh, there are probably such advisors out there. But not for the likes of you and me. They are the ones who take new clients only by recommendation of existing clients, and who have minimum account size of $10 million or more.

Interesting that you should say that since the guy who recommended us to him is a tax advisor who recently had his home listed as one of the most expensive in the area ($3 mil). As I mentioned, a couple of his clients are executives at my company. I get the feeling that he doesn't deal with too many clients with only a few hundred grand.

Not that we have $10 mil, but we aren't just starting out either.

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