I agree with Luggage:
Is to learn as much as you can yourself.
rlcooper70 has a good general concept....(does not have to be Fidel):
geared to someone of your age
Agree with: If you truly have a lot of money, you need a tax lawyer, and accountant. AND
You may need to set up a will, trusts, medical stuff etc etc etc. MBA is not the right initials.
Lowest fees & rates do NOT always equate to the best net return to you.
A lot of talk about "fiduciary".......this piece of paper does NOT guarantee your best interest.
