Expert Advice on Tailored 60/40 Portfolio for 65-Year-Old Investor with $1M

Friday, 12 July 2024, 16:00

Discover the recommended investment approach for a 65-year-old investor with a $1M portfolio, as advised by their financial planner. Explore the details of the custom 60/40 portfolio strategy and the frequency of meetings. Learn about the associated costs and compensation expectations from the financial planner.

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65-Year-Old Investor's $1M Portfolio Strategy Revealed

I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here's what he wants to get paid for that...

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65-Year-Old Investor's $1M Portfolio Strategy Revealed

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