Talking about an hourly or fixed rate, not based on AUM. Where do you find one that is geared to HNW (is there something beyond the online DIY and referral sites etc)? Also, would love to know what they can help with in this scenario: Assuming you are older, self directed and DO NOT want investment advice (have done ok on your own for 30+ years owning stocks, bonds and ETFs and do not panic sell). You have the time and enjoy following the market. You are already well into your RMDs (which are high) so a Roth conversion is too late and you do not own a business, everything is either publicly traded securities, HYSAs or your personal residential real estate. Your and SOs estate plan/revocable trust is in place (although there are concerns about hitting the estate tax exemption (approaching not over) but will not do irrevocable because you do not want to relinquish control), your beneficiary designations are in place as well Your property is properly insured with an umbrella, You are still 100% but have made a roadmap for your heirs and they are competent to step in with a POA if you are not able to continue. There are no step children or exs, you are still married to your original spouse, as are all your children to theirs. Everything is going to your responsible financially secure middle aged adult children who have the POA and are also self directed Can a wealth manager or fiduciary be of help? Who, what and where would you find them?
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