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Wealth management firms specializing in creating a custom designed investment program for individuals with high net-worth. Traditional wealth management firms only accepted clients having multi-million dollar portfolios, but technology and economies of scale have now made such services available to those with as little as $500K to invest.
Wealth management firms will work with you on financial planning including investment allocation, retirement and estate planning, asset protection, and education planning. They specialize in reducing tax burden and protecting your assets. Wealth management firms generally perform these services for a fee that may be a small percentage of the portfolio they are managing.
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