that's terrible advice. An investment advisor needs to know about your overall wealth to tailor a strategy to your situation. And 5 million is not that much. Ma

that's terrible advice. An investment advisor needs to know about your overall wealth to tailor a strategy to your situation. And 5 million is not that much. Managing 5 million or 10 million is pretty much the same amount of work. It actually gets easier when you're dealing with bigger sums because some bonds only trade in larger amounts.