5 Items that Clients with Over 5 Million in Assets Should Want from their Financial Advisor

1. Trust - To work with an independent firm that works for them, not for the financial industry’s profit. To know that their advisor works for their needs only as a fee-only fiduciary. To know what they are paying and why. To have their advice be free of conflicts of interest (to the extent possible), excessive fees and commissions, and pushy offers of high-fee financial products. To have an advisor who is skeptical of the financial industry so they don’t have to be.
2. Transparency and Input - To know what they are invested in and why. To have control and input in the investing process.
3. Dedicated Service - To be able to reach their advisor directly by cell phone, video, and in-person when necessary—no assistants or call centers.
4. Estate Planning / Tax Planning / Charitable Giving - To have coordination amongst these three pillars of their financial life with clear communication and a centralized plan between all parties.
5. Tax Efficiency - To have their investments be diversified and tax-efficient with exposures to ETF equities, fixed income, and real estate. This includes ensuring that specific investments are placed in the appropriate account types to minimize tax burden, utilizing tax-efficient ETFs, and taking advantage of tax-loss harvesting opportunities when applicable.

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