u/Cereal-Is-Dinner

▲ 0 r/Schwab

What’s too much concentrated in one brokerage firm? Do you think in terms of whole dollars or % of NW, or not at all?

post says it.

As family NW grows over time and balances thankfully going up and up, should i be more concerned with counterparty exposure (or hacking or who knows)

If $10M NW, is $1M in SGOV or $1M in SNAXX too much? And would you diversify equity investments across different brokers?

Same answer at $20M NW or $100M?

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u/Cereal-Is-Dinner — 1 day ago