Broker Check

High-Net-Worth Financial Advisor

Individuals who are measured by their liquid net worth


  1. A high-net-worth individual is somebody with at least $1 million in liquid financial assets.
  2. These individuals also qualify for increased and better benefits.
  3. A very-high-net-worth individual has a net worth of at least $5 million while an ultra-high-net-worth individual is defined as having at least $30 million in assets.