I have recently repeated reasons why using an investment adviser may be too costly for you, when all you need is a tax or estate lawyer and/or CPA if you have the wealth suitable for management.
It’s also essential to note that good investment policy is disciplined That means your investments will not be constantly changed or timed because the lack of discipline alone is costly.
Yet, too many advisers are guilty of making constant portfolio changes and touches just to show they’re on the job earning their keep; in the process, making results worse for the client. (See the Earl J. Weinreb NewsHole® comments and @BusinessNewshole at Twitter.)
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