Choosing a financial adviser or wealth manager? Here's how to decide. – USA TODAY

financial

You have money you want to put to work but aren’t sure where to start. The first thing to consider is how much investable money you have.  
If you’re just starting out and have a few hundred, thousand, or tens of thousands, you might visit a financial adviser first to start a financial plan. However, if you have several hundred thousand dollars, you may require more individualized investment management and advice and seek a wealth manager. 

source

Leave a Reply

Your email address will not be published.