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Green Tree Distribution recommends most investors to use Mutual Fund distributors or a Certified Investment Advisor for their Investing needs.

Ultra High net worth individuals are the ones most likely to use wealth Management services.



Wealth Management?


Wealth management is a financial service for investors and people with high net worth. Wealth managers provide advice about investing, estate planning, taxes, and anything else that could help grow a client's wealth.


The basis of wealth management is that people who have a lot of investable surplus may require services different from offered by traditional financial services. Their needs may be different from those required by regular investors.

Wealth managers are able to leverage a wide range of financial products. The  clients wealth management fee, and they receive customized strategies designed specifically with their finances in mind.

Services offered by wealth managers may include, but are not limited to:

  • Investment management, including retirement planning

  • Legal and estate planning

  • Tax services

  • Health Insurance

  • Philanthrophy

  • Business Start up services

If you don’t have a high net worth, you likely don’t need a wealth manager. You may instead prefer to work with a mutual fund distributor or pay for a financial or investment advisor who can help you plan to accumulate money over time.

A financial advisor or mutual fund distributor will be able to help you grow your wealth, while a wealth manager can help you manage your money once you’ve already achieved a very high net worth.

How do wealth managers earn?

Like most financial advisors, wealth managers earn their income by taking a percentage of the assets they manage. These charges  can vary between firms—and even across different types of accounts within the same firm. I

n general, you could expect to see fees start around 1% of assets under management.

Wealth managers will often compete for “big fish” clients with the highest net worths. As a result, they may charge a lower percentage fee if you have a higher net worth. The more assets under management, the more fees they pull in—even if they're charging a lower fee in terms of percentage.



Wealth Manager Qualifications

There is no official standard of qualifications to become a wealth manager.

Most wealth managers are likely to have a college degree, often in a field such as finance, accounting, mathematics, or economics. Many wealth managers may even have master’s degrees, law degrees, or other related certifications. Wealth managers are usually certified by educational institutions by successfully clearing  examinations in this field.

Most big banks have wealth management divisions.


Wealth management is similar to asset management, but wealth management is generally a much broader practice. The difference is clear when you think about the two terms. "Asset management" concerns assets, including cash, stocks, bonds, and real estate. "Wealth management" concerns all aspects of wealth—including tax issues, business ownership, and legacy issues that will affect your family for generations.

  • Wealth management is a special kind of financial advisory service that's only offered to individuals with high net worths.

  • Ultra High Net worth Individuals are the most likely to need the services of a wealth manager.

  • Wealth management can help individuals make decisions related to investing, retirement and estate planning, taxes, accounting, and much more.

  • Wealth managers usually earn money by charging a commission based on a percentage of the assets they manage. 

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