The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

A wealth advisor is a type of financial advisor that focuses on helping clients grow and manage their wealth. Wealth advisors often work with individuals who have high net worth, but you don’t need a ...

A wealth advisor is one type of financial advisor who focuses on managing the finances for ultra-high-net-worth and high-net-worth individuals and families. While wealth advisors have comprehensive ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Understand the role of a wealth advisor and their services to find out how they can help manage and grow your financial assets Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a ...