Sentences with phrase «amount of investable assets»

Your portfolio will then be constructed based on that risk tolerance, as well as your age, income in the amount of investable assets you have.

However, DFA faces an ongoing criticism: since its funds are sold exclusively through 1,900 rigorously screened and trained financial advisors, they are not easily accessible to individual investors, especially those with a small amount of investable assets, not willing to pay advisory fees or already having an unaffiliated advisor.

I would tend to say that the best clients for an advisor would be those with a high amount of investable assets who either do not have the time or knowledge to adequately manage them.