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Thoughts On Money Management, Fees and Behavioral Pitfalls From An Advisor To Celebrities

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Manage episode 201244297 series 2127936
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The job of a financial advisor may not differ significantly in terms of the specific tasks they do, but they can be worlds apart based on who they are, and who their clients are. Today I spoke with Tomas Garibaldi, vice president of Bel Air Investment Advisors in Los Angeles. The firm manages a rather astounding $7 billion for just 350 clients, with a minimum investment of $20 million. We talk about how his clients earned their wealth, how his firm justifies his fees, what are some pitfalls of the trade –
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366 episodes

Artwork
iconShare
 
Manage episode 201244297 series 2127936
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The job of a financial advisor may not differ significantly in terms of the specific tasks they do, but they can be worlds apart based on who they are, and who their clients are. Today I spoke with Tomas Garibaldi, vice president of Bel Air Investment Advisors in Los Angeles. The firm manages a rather astounding $7 billion for just 350 clients, with a minimum investment of $20 million. We talk about how his clients earned their wealth, how his firm justifies his fees, what are some pitfalls of the trade –
Learn more about your ad choices. Visit megaphone.fm/adchoices
  continue reading

366 episodes

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