How do you even know if you need Wealth Management instead of just having an FA or whatever manage your money?
Explain this as you would to a 10 year old.
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How do you decide on what Wealth Management firm or bank to use?
#1 by thinkyourmoney.com on June 28th, 2010
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It depends how much money you have…that is how much you have in net worth. If you have more than say $100,000 you may be allowed to see a wealth manager. If you have less you will be relegated to see an FA.