Advisors develop and establish their ideal client profile over time, and there are several factors that contribute to how this profile defines itself. Greg, for example, is a Wealth Advisor based in Greenwich, Connecticut that manages wealth for just over a dozen families, for a combined assets under management $($AUM$)$ of $$355$ million. He specializes in being a retail portfolio manager and does very little to no financial planning unless it's for a client who is getting one of their children started in managing his$/$her finances. Which of the factors below is driving Greg's current ideal client profile?