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How to Get a Wealth Manager
To get a wealth manager even to give you the time of day you'd have to have at least 5 million US in investable assets and that means not just your net worth but your net worth not including your primary residence. So when you narrow it down like that you're talking about a couple million people worldwide with maybe nine other people sharing a wealth manager. As you have more wealth to invest you're more and more likely to get like bespoke services from a wealth manager, he says.