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What is An Investment Consultant?

An investment consultant is a professional who provides investment advice to clients. They typically have a lot of experience in the financial industry and are well-educated in investments and financial planning. When working with clients, an investment consultant will assess their financial situation and recommend investment strategies. They may also manage assets on behalf of clients.

Types of Investment Consultant Customers

Three main types of investment consultant customers are individual investors, institutional investors, and private wealth managers.

Individual investors are people who invest money on their behalf. They may use an investment consultant to help them choose appropriate investments for their portfolio.

Institutional investors invest money on behalf of other people or organizations. Therefore, they may use an investment consultant to help them choose appropriate investments for their portfolios and manage their assets.

Private wealth managers are professionals who provide investment advice to high-net-worth individuals. They typically have a lot of experience in the financial industry and are well-educated in investments and financial planning. In addition, they may use an investment consultant to help them choose appropriate investments for their clients’ portfolios and to manage their investments.

Fees for Investment Consultants

The average fees for hiring an investment consultant can vary depending on the consultant’s experience and the provided services. However, most investment consultants charge a percentage of the assets they manage. These fees can range from around 1% to as high as 4%.

Next Steps

Need more information on investment consultancy? Reach out to our team of experts or evaluate your potential return on investment with our CRT Calculator. Or learnย more definitionsย today!

About Valur

We built a platform to give everyone access to the tax and wealth-building tools of the ultra-rich like Mark Zuckerberg and Phil Knight. We make it simple and seamless for our customers to take advantage of these hard-to-access tax-advantaged structures so you can build your wealth more efficiently at less than half the cost of competitors. From picking the best strategy to taking care of all the setup and ongoing overhead, we make it easy and have helped create more than $500m in wealth for our customers.