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So how would I approach the problem of finding someone....I think I would ask the Branch Manager of a reputable company...who is the most profitable investment Broker in his Branch, and make it clear if he puts you unto a hack, you will never do business with his company again. I would also tell him about the rough amount of money your dealing with and your risk tolerance...

I would then interview said recommended Broker...to see how comfortable you were with that person.

What you are really looking for here is a Broker that only takes on clients BY REFERAL.

Hopefully you can find a Portfolio Manager who works on a 1.5% of total assets basis....that means all trades no matter how many or how few are based on that asset level.