Christopher Berry | Source | Founder, Financial Advisor and Certified Elder Law Attorney at Castle Wealth...
Christopher Berry
Founder, Financial Advisor and Certified Elder Law Attorney at Castle Wealth Group
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Some advisors have minimum asset thresholds, which typically start at $100,000 — though some may require a minimum of $500,000 or even $1 million. If you have less than $100,000 in assets, it might not be worth it for you to pay an advisor.
29 January 2021
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29 January 2021articleHow Much Money Do You Need To Consider a Financial Advisor?We all have different financial circumstances and goals, and hiring a professional to help you navigate your specific circumstances may be invaluable. However, financial advisors do come at a cost --...
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Castle Wealth Group
Founder, Financial Advisor and Certified Elder Law Attorney