• SPX
  • $5,948.71
  • 0.53 %
  • $31.60
  • DJI
  • $43,870.35
  • 1.06 %
  • $461.88
  • N225
  • $38,283.85
  • 0.68 %
  • $257.68
  • FTSE
  • $8,217.77
  • 0.84 %
  • $68.50
  • IXIC
  • $18,972.42
  • 0.03 %
  • $6.28

I'm uber-rich and need an adviser, but someone who can 'handle a portfolio of this caliber' versus just taking me on because of my money. How do I deal?

By MarketWatch   |   Nov 20, 2024 at 05:00 AM EST
I'm uber-rich and need an adviser, but someone who can 'handle a portfolio of this caliber' versus just taking me on because of my money. How do I deal?

To find a suitable financial adviser for ultra-high-net-worth individuals, consider firms experienced with such clients, knowledgeable in U.S. and Canadian laws, and licensed in both jurisdictions. Verify their expertise, certifications like CPWA, and teams of specialists to address your specific needs.

Read More

Did you find this insightful?


We are preparing, please wait

×
New Alert

Select an alert type

Choose sentiment spike or mentions spike or both to receive email alerts and app notification for the selected stock.
Note: Please be aware that you will receive an email only once a day, around 8:00 AM (EST), in the event of any spike.
In future if you don't want to receive any email then delete stocks added into alert section.

New Alert

Setup alert

×

Premium Content

This content is only available for premium members. Please become a paid member to access.

Download App

Currently, memberships can only be purchased through the app.

×

Log In


or

download app using google store Continue with Google download app using apple Continue with Apple

Email Verification

An email with a verification code has been sent to your email address.

Welcome to Stocks.News!

Create Your Account

Email Verification

An email with a verification code has been sent to your email address.