No. of Recommendations: 0
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.

-murray
Print the post  

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement