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

from SA For FAs · host Seeking Alpha

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

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This episode is 12 minutes long.

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This episode was published on March 20, 2018.

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