Hiring a Wealth Manager vs. Financial Advisor?
As a passive investor invested solely in index funds what will a financial advisor or wealth manager provide me?
Access to alternative investments, pipeline for private equity/debt opportunities?
Having never interacted with either a FA or WM it's unclear to me what services they would provide. I do not need an accountability partner to ensure I stick to a financial plan which seems to be a significant component of hiring outside financial counsel like a FA or WM.
Thanks in advance!
Hey Engineer in RE - Comm, I think you deserve a response...heck, everyone does. We're listening, sorry about the delay ...my best guess at places on WSO that could help:
More suggestions...
I hope those threads give you a bit more insight.
Omnis ex rerum ea voluptas quaerat velit corporis. Magnam aspernatur accusamus molestiae ut voluptas non quia. Dolor repellendus quisquam aut expedita. Voluptates vel atque officiis. Sed magni qui repudiandae beatae.
Ut id sit doloremque quia ut. Odio rem rerum enim deserunt.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...