You&#x27;re not getting much &quot;access to PE deals&quot; when your portfolio has only ~$5 million to allocate to &quot;everything in the world which is not publicly traded stock or bond fund&quot; but I&#x27;m sure someone will happily represent that they can arrange that for you if you want to pay $500k per year.<p>You&#x27;ll get a pretty nice report of your portfolio and (market) returns.  Spiral bound and everything.<p>If you want an accountant for international issues, I question the wisdom of doing that unless life&#x2F;business naturally throws them your way, but $500k buys an awful lot of hours from someone who knows the transaction and localities involved, which your investment advisor does not.  (Will every investment advisor in the Chicago phone book happily take a $50 million client who wants to spend $5 million on a modestly nice house in Tokyo?  Yes.  Do any add value to that transaction?  Well, maybe one does.  Could you find much better advice?  Oh heck yes.)