How Much Money Do You Need for Wealth Management?

There is a persistent myth in the financial world that you need to be lounging on a yacht in Newport Beach with eight figures in the bank before you can even think about hiring a wealth manager. For years, traditional Wall Street firms have gatekept the industry with strict $5 million or $10 million liquid asset minimums, leaving highly successful business owners and high-income earners wondering where they fit in.

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