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Subject:  Re: Brokerage Date:  7/12/2020  8:25 PM
Author:  Wradical Number:  98937 of 99732

You may also want to have multiple brokerage accounts of the same type, if you’re working with an investment advisor, who will be only involved with a certain portion of your portfolio. They can have a limited trading authority over just that asset amount. And usually their fees are based on assets under management. So you can have an advisor deal with stocks, options, whatever, and be compensated accordingly. Meanwhile you can have CDs, treasuries, etc. in another account for which the advisor is not involved.

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