Christopher Berry

Founder, Financial Advisor and Certified Elder Law Attorney at Castle Wealth Group
On the record
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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
Employment
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