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 AffluentBetween 250K -- 1M
Lower HNWBetween 1M -- 20M
Higher Net WorthBetween 20M -- 100M
Ultra High Net Worth100M +

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