Stores like Walmart, Costco and Sam’s Club have thrived by offering everything to everyone, which begs the question: Why go to two separate places for your steaks and your winter tires? The financial industry and clients have been trying to replicate that one-stop shopping experience for portfolios. Advised households tend to use multiple shops, having a full service account with their wealth manager, as well as a self-directed brokerage account at another firm. However, as investible assets increase, adv ...