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marital status, lifestyle, personality, risk tolerance, age (time horizon), income, assets, debts and more.
Money managers are somewhat like financial advisors but may take full discretion over a client's account (hence the term "manager"). These highly skilled investment professionals usually handle very large portfolios of money.
Minimum account holdings can range from $100,000 to $250,000 or more.
Look I'd like to send you an e-mail, however I can only send e-mails to my clients.
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