How Your Adviser Sees You
Even if you're not basic rich , you may still be able to find yourself a personal finance adviser. Here is how your adviser sees you(based on assets under management) Assets Under Management Retail Below 250K Mass Affluent Between 250K -- 1M Lower HNW Between 1M -- 20M Higher Net Worth Between 20M -- 100M Ultra High Net Worth 100M + **Data from BCG Global Wealth Report 2018