Do you think it's worth it to have a wealth manager? Does anyone here have a good experience with having one?

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I wouldn't consider this until I had $10+M or more.

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No… Unless you have a serious amount of $ or wealth (which means you can get specialized wealth management services and access to serious investments). The average wealth manager doesn’t know what he is talking about. No trust personally…

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I have a wealth manager and I don't have a serious amount of wealth. Here are some benefits: tax loss harvesting, estate planning, and financial projections so I can retire at 55. I also don't have 10m+ or a trust fund.

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My dad didn’t need one but had one, and recommended I get one too. I need more guidance and accountability but I don’t let anyone decide anything for me. I get multiple opinions and act.

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No. Find a fee for service financial planner to create a plan, if you need one but don’t let a “wealth manager” charge a percent of AUM.

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If you’re a ceo then yes go for it!

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May be this is off the topic..
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What will be the inhand for this with proper taxation?

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Please help i think the gratuity is extra

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likeuplifting

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Kindly help out

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(Can’t tag them for some reason)
EY
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I am actively looking for a change. please let me know if there is any opportunity for me.
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likeuplifting

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