How many clients do professionals typically handle at once? Have you felt that managing multiple clients affects the level of personalized service each client receives?? I’m curious about the balance between quantity and quality in client relationships within the industry, I'm fairly new to the WM game.

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Generally, wealth managers might handle anywhere from 50 to 200 clients. I work with ultra-high-net-worth individuals.. and managers with such client usually have fewer clients, sometimes fewer than 20, because of the complexity and depth of service required.

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