Concentration Math Tax Planning Valuation 
Barry Ritholtz
AUGUST 15, 2023
It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation? RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not?
CFO News Room
NOVEMBER 8, 2022
You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.
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