The firm's portfolio minimum is $3 million, and it has about 270 clients. It generally charges a fee for planning and one for investment management. "We want to remain a classic wealth management firm that does wealth management and financial planning," Kochis says. "Clients can't hire us to do one of those things."
Extraordinary Vs. Ordinary
November 1, 2003
« Previous Article
| Next Article »
Login in order to post a comment