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Featured Advisor

Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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October 15, 2014 Millionaire Fact of the Day





October 15, 2014 Fact of the Day:  $25 Million Plus Investors Usually have Two or More Advisors



Did you know that $25 Million Plus households generally use more than 2 financial advisors, however, 75 percent of their assets are managed by their Primary Advisor?

Why is this?  There are lots of potential reasons that a wealthy investor may have multiple advisors.  One reason may be that they have hired some advisors that have an expertise in a specific asset class....maybe they have chosen a specific hedge fund...or even a specialized bond manager to manage a portion of their assets.  Sometimes they like to choose an additional advisor to "try them out" and compare them to their primary advisor.  Or...they may have money they inherited that they have left with the original advisor.

For most investors, having a primary advisor who is aware of all of your assets and can help you to identify an appropriate financial and investment plan is probably sufficient.  But even those with less wealth may decide they want to have some of their assets managed by a specialist.

For helping in finding a Primary well as a specialist...check out our Best Advisors.