The way high-earning individuals, those with a Household Income of $250,000 or more, make their money has changed drastically over the past few years. How they manage that money, on the other hand, has largely remained stuck in the past—and it's costing them thousands of dollars in unnecessary fees.
Additionally, most wealth advisors only specialize in one area, meaning people with diverse portfolios have to work with several investment advisors, tax preparers, estate planners, and other professionals to effectively manage all of their assets.
