I'd call that an "advisor", not a manager.
In my mind, a manager has more control.
Like a baseball manager vs a baseball adviser. A manager makes decisions, and advisers offers advice.
FWIW, I'm not in the industry, but I believe Managers have fiduciary responsibilities, where advisers aren't required to do so (although they may).
Feel free to correct me, as I'm just basing this on minimal experience.
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In response to this post by Hoakie82)
Posted: 07/16/2019 at 3:06PM