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Some financial planners and advisors are paid on a retainer or hourly basis. Most fee-only advisors will charge clients based on a percentage of the assets they manage for you. Fees can vary, but they generally average somewhere around 1% of the total value of the investments being managed.

Many may ask Is 1.5% too much? and the answer is that it depends. While 1.5% is on the higher end for financial advisor services, if thats what it takes to get the returns you want then its not overpaying, so to speak. Staying around 1% for your fee may be standard but it certainly isnt the high end.

They may also require different minimum levels of assets to assume management over them. Although there is no hard and fast rule for when somebody should seek wealth management, its usually assumed you dont need wealth management until you have at least a few hundred thousand dollars in assets.

There isnt a hard-and-fast rule for how much money you need to get started with wealth management, but generally speaking, this is most beneficial for people with a net worth of $250,000 or more. Its also strongly recommended for business owners.

There isnt a hard-and-fast rule for how much money you need to get started with wealth management, but generally speaking, this is most beneficial for people with a net worth of $250,000 or more. Its also strongly recommended for business owners.

You might not need a wealth manager if you have clear goals and are confident you can create and implement strategies to protect and grow your wealth. However, a wealth manager may be a good idea if you have substantial assets, would benefit from an expert, and have questions you need help answering.