Most full-service wealth management firms set minimums between $500,000 and $2 million in investable assets, but the right threshold depends more on complexity than net worth. Concentrated stock, business ownership, multiple income streams, equity compensation, or estate planning above $15 million per individual often warrants professional coordination at lower asset levels. Rather than fixating on a number, focus on whether your financial situation has grown complex enough that integrated planning across investments, taxes, and estate matters would add value. A complimentary consultation can help you decide.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
