Wealth Concentration Risk

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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