facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
My Typical Client Thumbnail

My Typical Client

Financial advisors are encouraged to identify who their “typical client” is.

The idea is that it’s just impossible for a financial advisor to be effective if he or she serves a wide variety of different types of clients.

There’s just too much to know.

When you look for a financial advisor, try to figure out who their typical client really is.

Here’s how I describe my typical client, for example:

  • You have $1 to 10+ million in investable assets (including retirement accounts)
  • You are 45 to 75 years old
  • You believe in low cost (“passive”) investing
  • You don’t think it makes sense to pay an advisor 1% of your portfolio
  • You could use help with both financial planning & investment management
  • You live in New England (or are comfortable working virtually)

If it turns out I’m describing you, we should probably talk. Check out my complimentary phone consultation.