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","2023-09-29T13:54:58.950Z","2025-01-16T09:55:38.687Z","2025-01-16T09:55:38.716Z",379095227,"16a79015-4ee2-4dcd-bc29-09c13f6b214e",{"_uid":757,"body":758,"hero":1267,"author":1286,"sidebar":1311,"hide_cta":543,"metatags":1312,"component":1315,"bottom_banner":1316,"fullWidthMode":543,"subcategories":1317,"hideEmbeddedMF":543,"hide_pro_banner":543,"intro_paragraph":1314,"intro_subheading":12,"table_of_contents":558,"outgrow_calculator":1320,"hide_email_signup_widget":543,"show_compound_calculator":543,"show_roth_ira_calculator":543,"show_footer_sticky_banner":543,"show_retirement_calculator":543,"show_capital_gains_calculator":543},"17068446-3a99-4ab6-83ff-5b6e78f907ab",[759],{"_uid":760,"data":761,"component":1266},"c7aa7faf-ec9c-4494-bb97-ea263733c37c",{"type":15,"content":762},[763,779,790,801,814,825,836,849,860,871,882,895,906,917,930,941,952,993,1006,1017,1028,1039,1070,1083,1094,1124,1191,1215,1228,1239],{"type":764,"attrs":765,"content":767},"heading",{"level":766},2,[768,774],{"text":769,"type":22,"marks":770},"What is wealth management?",[771,772],{"type":38},{"type":129,"attrs":773},{"color":12},{"text":775,"type":22,"marks":776}," ",[777],{"type":129,"attrs":778},{"color":131},{"type":18,"content":780},[781,786],{"text":782,"type":22,"marks":783},"Wealth management incorporates a range of expert advice and financial services. 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Each firm will set its minimum levels regarding investable assets and net worth. ",[935],{"type":129,"attrs":936},{"color":12},{"text":775,"type":22,"marks":938},[939],{"type":129,"attrs":940},{"color":131},{"type":18,"content":942},[943,948],{"text":944,"type":22,"marks":945},"So, do you need a wealth manager? ",[946],{"type":129,"attrs":947},{"color":12},{"text":775,"type":22,"marks":949},[950],{"type":129,"attrs":951},{"color":131},{"type":18,"content":953},[954,959,970,975,984,989],{"text":955,"type":22,"marks":956},"If you are a mid-to-high-net-worth individual, then a wealth manager can provide a mix of highly personalized ",[957],{"type":129,"attrs":958},{"color":12},{"text":960,"type":22,"marks":961},"investment expertise",[962,966,968],{"type":31,"attrs":963},{"href":964,"uuid":34,"anchor":34,"target":965,"linktype":36},"https://www.unbiased.com/discover/retirement-investing/how-do-i-start-investing","_blank",{"type":129,"attrs":967},{"color":12},{"type":969},"underline",{"text":971,"type":22,"marks":972},", financial planning, tax and accounting services, estate management, legal services and ",[973],{"type":129,"attrs":974},{"color":12},{"text":976,"type":22,"marks":977},"retirement planning",[978,981,983],{"type":31,"attrs":979},{"href":980,"uuid":34,"anchor":34,"target":965,"linktype":36},"https://www.unbiased.com/discover/retirement-investing/retirement-planning-three-questions-to-ask-your-potential-financial-advisor",{"type":129,"attrs":982},{"color":12},{"type":969},{"text":985,"type":22,"marks":986}," that could be very beneficial over the years. ",[987],{"type":129,"attrs":988},{"color":12},{"text":775,"type":22,"marks":990},[991],{"type":129,"attrs":992},{"color":131},{"type":764,"attrs":994,"content":995},{"level":766},[996,1002],{"text":997,"type":22,"marks":998},"How much does wealth management cost?",[999,1000],{"type":38},{"type":129,"attrs":1001},{"color":12},{"text":775,"type":22,"marks":1003},[1004],{"type":129,"attrs":1005},{"color":131},{"type":18,"content":1007},[1008,1013],{"text":1009,"type":22,"marks":1010},"Naturally, the exact costs vary between firms and are shaped by your individual needs, but they are usually fee- or commission-based. ",[1011],{"type":129,"attrs":1012},{"color":12},{"text":775,"type":22,"marks":1014},[1015],{"type":129,"attrs":1016},{"color":131},{"type":18,"content":1018},[1019,1024],{"text":1020,"type":22,"marks":1021},"Fee-based managers charge you a flat fee and a percentage of your assets under management (AUM). ",[1022],{"type":129,"attrs":1023},{"color":12},{"text":775,"type":22,"marks":1025},[1026],{"type":129,"attrs":1027},{"color":131},{"type":18,"content":1029},[1030,1035],{"text":1031,"type":22,"marks":1032},"With commission-based fees, your wealth manager earns money by buying and selling certain investment products on your behalf, such as mutual funds or annuities. This approach is becoming less popular because there is a strong potential incentive to make decisions that aren’t necessarily in your best interest.",[1033],{"type":129,"attrs":1034},{"color":12},{"text":775,"type":22,"marks":1036},[1037],{"type":129,"attrs":1038},{"color":131},{"type":18,"content":1040},[1041,1046,1061,1066],{"text":1042,"type":22,"marks":1043},"It’s important to look carefully at how a wealth manager charges and how their ",[1044],{"type":129,"attrs":1045},{"color":12},{"text":1047,"type":22,"marks":1048},"fee structure",[1049,1058,1060],{"type":31,"attrs":1050},{"href":1051,"uuid":1052,"anchor":34,"target":35,"linktype":74,"story":1053},"/discover/financial-advice/financial-advisor-cost","9b71003b-ba36-4549-b326-ca10600698b2",{"name":1054,"id":1055,"uuid":1052,"slug":1056,"url":1057,"full_slug":1057,"_stopResolving":558},"How much should financial advice cost?",381737504,"financial-advisor-cost","discover/financial-advice/financial-advisor-cost",{"type":129,"attrs":1059},{"color":12},{"type":969},{"text":1062,"type":22,"marks":1063}," works if you decide that wealth management is for you.    ",[1064],{"type":129,"attrs":1065},{"color":12},{"text":775,"type":22,"marks":1067},[1068],{"type":129,"attrs":1069},{"color":131},{"type":764,"attrs":1071,"content":1072},{"level":766},[1073,1079],{"text":1074,"type":22,"marks":1075},"How to find a wealth manager",[1076,1077],{"type":38},{"type":129,"attrs":1078},{"color":12},{"text":775,"type":22,"marks":1080},[1081],{"type":129,"attrs":1082},{"color":131},{"type":18,"content":1084},[1085,1090],{"text":1086,"type":22,"marks":1087},"When taking on a wealth manager, you must ensure they’re a good fit for you, your assets, your objectives, and your family. Here are some key questions to ask when deciding:",[1088],{"type":129,"attrs":1089},{"color":12},{"text":775,"type":22,"marks":1091},[1092],{"type":129,"attrs":1093},{"color":131},{"type":1095,"content":1096},"bullet_list",[1097,1111],{"type":1098,"content":1099},"list_item",[1100],{"type":18,"content":1101},[1102,1107],{"text":1103,"type":22,"marks":1104},"Firstly, does the wealth manager work with clients like you? They often focus on specific client types, so make sure you’re on their radar.",[1105],{"type":129,"attrs":1106},{"color":12},{"text":775,"type":22,"marks":1108},[1109],{"type":129,"attrs":1110},{"color":131},{"type":1098,"content":1112},[1113],{"type":18,"content":1114},[1115,1120],{"text":1116,"type":22,"marks":1117},"Next, what qualifications does the wealth manager have? You’re looking for professional designations such as CFP (Certified Financial Planner), CPA (Certified Public Accountant), and CFA (Chartered Financial Analyst).",[1118],{"type":129,"attrs":1119},{"color":12},{"text":775,"type":22,"marks":1121},[1122],{"type":129,"attrs":1123},{"color":131},{"type":1095,"content":1125},[1126,1139,1152,1165,1178],{"type":1098,"content":1127},[1128],{"type":18,"content":1129},[1130,1135],{"text":1131,"type":22,"marks":1132},"Just how much experience do they have in wealth management?",[1133],{"type":129,"attrs":1134},{"color":12},{"text":775,"type":22,"marks":1136},[1137],{"type":129,"attrs":1138},{"color":131},{"type":1098,"content":1140},[1141],{"type":18,"content":1142},[1143,1148],{"text":1144,"type":22,"marks":1145},"What is the range of services offered by their firm?",[1146],{"type":129,"attrs":1147},{"color":12},{"text":775,"type":22,"marks":1149},[1150],{"type":129,"attrs":1151},{"color":131},{"type":1098,"content":1153},[1154],{"type":18,"content":1155},[1156,1161],{"text":1157,"type":22,"marks":1158},"What types of fees or commission do they charge?",[1159],{"type":129,"attrs":1160},{"color":12},{"text":775,"type":22,"marks":1162},[1163],{"type":129,"attrs":1164},{"color":131},{"type":1098,"content":1166},[1167],{"type":18,"content":1168},[1169,1174],{"text":1170,"type":22,"marks":1171},"Are they independent or part of a bigger organization?",[1172],{"type":129,"attrs":1173},{"color":12},{"text":775,"type":22,"marks":1175},[1176],{"type":129,"attrs":1177},{"color":131},{"type":1098,"content":1179},[1180],{"type":18,"content":1181},[1182,1187],{"text":1183,"type":22,"marks":1184},"How often will they communicate with you?",[1185],{"type":129,"attrs":1186},{"color":12},{"text":775,"type":22,"marks":1188},[1189],{"type":129,"attrs":1190},{"color":131},{"type":18,"content":1192},[1193,1198,1206,1211],{"text":1194,"type":22,"marks":1195},"Unbiased can help you find the right expert to help manage your finances. Take our five-minute survey, and an expert will contact you within 48 hours to arrange your first free consultation. ",[1196],{"type":129,"attrs":1197},{"color":12},{"text":1199,"type":22,"marks":1200},"You can get started here",[1201,1203,1205],{"type":31,"attrs":1202},{"href":55,"uuid":34,"anchor":34,"target":965,"linktype":36},{"type":129,"attrs":1204},{"color":12},{"type":969},{"text":1207,"type":22,"marks":1208},". ",[1209],{"type":129,"attrs":1210},{"color":12},{"text":775,"type":22,"marks":1212},[1213],{"type":129,"attrs":1214},{"color":131},{"type":764,"attrs":1216,"content":1217},{"level":766},[1218,1224],{"text":1219,"type":22,"marks":1220},"The bottom line",[1221,1222],{"type":38},{"type":129,"attrs":1223},{"color":12},{"text":775,"type":22,"marks":1225},[1226],{"type":129,"attrs":1227},{"color":131},{"type":18,"content":1229},[1230,1235],{"text":1231,"type":22,"marks":1232},"Wealth managers can offer a very personalized and holistic range of services. ",[1233],{"type":129,"attrs":1234},{"color":12},{"text":775,"type":22,"marks":1236},[1237],{"type":129,"attrs":1238},{"color":131},{"type":18,"content":1240},[1241,1247,1256,1262],{"text":1242,"type":22,"marks":1243},"There are many to choose from, keeping a clear picture of your aims and objectives and asking the right questions can help you find the right fit. Unbiased can also help simplify the process by cutting through the noise and finding your perfect match. ",[1244,1245],{"type":38},{"type":129,"attrs":1246},{"color":12},{"text":1248,"type":22,"marks":1249},"Get in touch today",[1250,1252,1253,1255],{"type":31,"attrs":1251},{"href":55,"uuid":34,"anchor":34,"target":965,"linktype":36},{"type":38},{"type":129,"attrs":1254},{"color":12},{"type":969},{"text":1257,"type":22,"marks":1258},".",[1259,1260],{"type":38},{"type":129,"attrs":1261},{"color":12},{"text":775,"type":22,"marks":1263},[1264],{"type":129,"attrs":1265},{"color":131},"article-rich-text",[1268],{"_uid":1269,"image":1270,"title":1273,"component":1285,"breadcrumbs":558},"ad63ef6b-4696-4847-9424-4ecdd8deecd2",{"alt":12,"name":12,"title":12,"filename":1271,"copyright":12,"fieldtype":1272},"https://a.storyblok.com/f/185166/658x450/788042dde2/wealth-management.webp","asset",{"type":15,"content":1274},[1275],{"type":18,"content":1276},[1277,1283],{"text":1278,"type":22,"marks":1279},"Wealth management",[1280],{"type":25,"attrs":1281},{"class":1282},"primary-gradient",{"text":1284,"type":22},": what is it, and do you need it?","app-hero",{"name":1287,"created_at":1288,"published_at":1289,"updated_at":1290,"id":1291,"uuid":1292,"content":1293,"slug":1303,"full_slug":1304,"sort_by_date":34,"position":1305,"tag_list":1306,"is_startpage":543,"parent_id":1307,"meta_data":34,"group_id":1308,"first_published_at":1309,"release_id":34,"lang":730,"path":34,"alternates":1310,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":1294,"_uid":1295,"name":1287,"image":1296,"component":1299,"education":1300,"expertise":1301,"description":1302},"Senior Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1297,"alt":12,"name":12,"focus":12,"title":12,"filename":1298,"copyright":12,"fieldtype":1272,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","article-author","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",-10,[],224651374,"024abff2-15a6-4099-8ba2-25c01abe42e8","2023-04-03T07:50:42.397Z",[],[],{"title":1278,"plugin":1313,"og_image":12,"og_title":12,"description":1314,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"seo_metatags","It’s a familiar phrase, but what exactly does wealth management mean, and would you benefit from it? We take a close look at the definition and the details. ","app-article",[],[1318,1319],"88ac87ae-35cf-4550-b72e-e36d7d8a3fb3","0988c2ee-9e96-4812-bc24-e85f13cf4f7a",[],"wealth-management","discover/retirement-investing/wealth-management",-90,[],224651382,"538778b7-20f8-413c-9d07-281e0027f059","2023-09-29T16:05:57.765Z",[],{"left":727,"top":727,"width":1330,"height":1330,"rotate":727,"vFlip":543,"hFlip":543,"body":1331},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1333,1336],{"title":1334,"exact":558,"href":1335},"Home","https://www.unbiased.com",{"title":750,"exact":558,"to":1337,"disabled":558},"/discover/retirement-investing/wealth-management",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1339},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1776243617788]