This is kind of a one-stop-shopping financial services deal. You can get help with your taxes, investments, and estate planning all under one roof—for a fee, of course; usually a percentage of the value of the assets they are managing. Keep in mind, there is usually a minimum to get this service, which can be six figures. That’s why they call it “wealth management” and not just “money management.”« Back to Glossary Index
A simple 12-step plan to leap over the wealth gap once and for all.