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 + |
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