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Advisors Should Consider Max Account Sizes

Investors with more than $30 million in wealth have different financial planning needs than the more common variety of millionaires with less means, so advisors who don’t focus on the ultra rich should consider setting account limits. So reports Reuters.

As an example, individuals with more than $30 million in wealth aren’t interested in finding ways to pay for children’s college tuition or retire.

Read the full article from Reuters.

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