Old 11-18-2023 | 10:32 AM
  #9  
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Joined: Mar 2018
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My advice is don't take investment advice from anyone on an anynonymous forum in terms of what to invest in. Depending on the amount you are talking about, professionally managed accounts get really cheap. Cheaper than most actively managed funds and open up alternative, non-SEC regulated investments that perform better with better tax consequences than what you can do through retail brokerages. Unless you have access to these (you don't directly at Schwab, Fidelity, etc.), you are leaving money on the table.

I will say that some firms won't talk to you unless you are a qualified purchaser, but Schwab may be able to handle some of your questions through their wealth advisory services in house and at least give you an idea the services they can provide.
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