Question : How do you decide on what Wealth Management firm or bank to use?
How do you even know if you need Wealth Management instead of just having an FA or whatever manage your money?

Explain this as you would to a 10 year old.
wealth management

Best answer:

Answer by thinkyourmoney.com
It depends how much money you have…that is how much you have in net worth. If you have more than say $ 100,000 you may be allowed to see a wealth manager. If you have less you will be relegated to see an FA.