How often should an investments manager be in touch?

I use a financial planner, and he manages my investments – $140,000 in stocks and mutual funds. Over the course of a year how often should he be in touch?

Once a month to go over your statement unless something new developes with your stocks

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One Response to “How often should an investments manager be in touch?”

  1. 1
    chequemate Says:

    Once a month to go over your statement unless something new developes with your stocks
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