Do any of you have clients with investments over $10 million? How would you guys handle a client with this amount of money? Would you look at SMA's?

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I have a couple. Mostly etf for equity and individual bonds. Estate planning strategy aside I don’t see reason to change vehicles for someone with a million vs ten. Keep it simple

I use SMAs at that level. The ability to tax loss harvest more than makes up for my fees.

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