A Great Independent Financial Consultant Can Be Worth More Than a Million Dollars - Literally.
January 18, 2007 - Most financial consultants that work for a large global investment firm need about U.S. $50 million of assets under management to make a decent living in a metropolitan region.
Using this as a benchmark, let’s break down what this figure means to you as a client. It’s highly unlikely that a financial consultant has clients that all have accounts of $1 million or more, so let’s assume that he or she does not accept clients with less than U.S. $250,000. This could create a hypothetical tier of clients as follows.
Add comment January 18th, 2007
