A bank trust department should be able to maintain a portfolio in accordance with your detailed written requirements. Of course they will have minimum account requirements, fees, and they might require hosting the accounts within their platform. An AUM advisor may be cheaper.
It's likely a difficult task to find a licensed and credentialed investment professional to do "busy work" without paying them equal to the income they derive from the other professional services they provide.
It's likely a difficult task to find a licensed and credentialed investment professional to do "busy work" without paying them equal to the income they derive from the other professional services they provide.
Statistics: Posted by 123 — Fri Nov 28, 2025 12:31 am — Replies 4 — Views 606