Simply put, Concentration Risk is having too much of your net worth tied up in one investment. Our general rule of thumb is to have no more than 10-15% of your net worth in any one investment or asset class. Let’s discuss 3 ways you can help mitigate Wealth Concentration!
Securities offered through LPL Financial. Member FINRA/SIPC. Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.
The opinions voiced in this video are for general information only and are not intended to provide specific advice or recommendations for any individual.
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