Village News - Also serving the communities of De Luz, Rainbow, Camp Pendleton, Pala and Pauma

By Eric Kearney
Special to Village News 

Several signs reflect your money has outgrown your investment adviser

 

Last updated 3/29/2018 at 8:47pm



While some people in the retirement-planning stages worry about outliving their money, others have a different concern: that their money is outgrowing their investment adviser.

It’s not unusual for the size of the client’s investment to increase well beyond their adviser’s level of experience and knowledge. Higher net-worth individuals often demand more creative, sophisticated planning for their needs than their original adviser is able to provide.

Many affluent clients have graduated from their adviser’s capabilities, but are still working with someone who cannot handle their lar...



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