Is there a specific type of financial advisor who is like a jack of all trades? For example, someone who could give me advice on my real estate portfolio, advice on creative tax incentives etc as well as general investing advice? Someone who could provide advice in areas that are less obvious like, tell me when it may be a good idea to sell or buy a certain assets or how to structure my LLC for more savings and protections? Or are these all separate specialties?

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Absolutely, they exist… I do it all the time… but usually for existing revenue generating clients, with AUM…

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In my experience, no. Not good ones. To be clear VPWMSP1 and his ultra high net worth clientele are outside of my experience. I find even if they are full service, they usually are particularly good at only a portion so you cobble together a few specialists with you educating yourself and running the thread in the middle. Even my realtor isn’t really the financial analysis person in RE decisions, though she understands markets, expected prices, rents…. Particularly with RE, you also need to make sure that you understand every advisors’ POV and strategies.

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This is great advice

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