California Trusts and Estates Quarterly (Volume 27, Issue 1, 2021) How much is too much? Trustee Compensation and an Analysis of California Rules of Court, Rule 7.776

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It’s difficult to answer the question, “Is my investment advisor doing a good job?” Predictably, all investment advisors report that they are “doing great” and are “above average.” In this free White Paper, we’ll address this difficult issue.

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The evaluation of an investment manager requires tools for determining whether or not the manager took appropriate risk to earn the return needed in accomplishing the investor’s objectives. Without these benchmarking tools, no objective judgment about risk and return can be made. Without a plumb line it is impossible to know if the wall is straight.

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