skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. MISC: For an income seeking investor who has built up a modest portfolio and wealth using institute financial advisors considering doing investing on their to save fees to create more wealth and income, ... [Miscellaneous]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: For an income seeking investor who has built up a modest portfolio and wealth using institute financial advisors considering doing investing on their to save fees to create more wealth and income, how many hours/ week would one have to spend to monitor, research and buy/sell investments for their portfolio?

Second question/questions what basic investing knowledge should one have or perhaps a better way to ask this question is can you name a few investing courses one could take to be more comfortable investing without the assistance of a financial advisor?

Thanks and seasons greetings to all.
Asked by James on December 29, 2025
5i Research Answer:
There is no single answer here. If one is utilizing a passive, ETF focused strategy, you could...
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!