- Wealth manager or financial advisor? That might depend on how much you have to invest.
- But when looking for financial help, there’s much more to consider.
- You should ask about the advisor’s education, investment strategy and commitment to your best interest.
You have money you want to put to work but aren’t sure where to start. The first thing to consider is how much investable money you have.
If you’re just starting out and have a few hundred, thousand, or tens of thousands, you might visit a financial adviser first to start a financial plan. However, if you have several hundred thousand dollars, you may require more individualized investment management and advice and seek a wealth manager.