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Atlanta Money Manager, Financial Advisor, Financial Planner

Can I use multiple accounts to meet your investment minimum?

Yes, many clients meet the investment minimum using a combination of IRAs, taxable accounts and/or trusts. In the vast majority of cases and based upon client instructions, we manage multiple household accounts as if they were one large account. This approach allows us to reduce trading costs, by eliminating duplicate trades. It also allows us to take tax consequences into consideration, meaning less tax-friendly investments can be made in IRA accounts when possible.

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