What Is A High Net Worth Investor?

The types of investments of course, will depend on the total value of the clients portfolio. A client with just over $5 million could expect to receive a "cookie cutter" type of portfolio, whereas someone with $10 million could expect to see a custom tailored portfolio.

One added benefit of securing a high net worth client is that once they trust you, other lucrative financial services such as tax preparation, tax planning and estate services could end up in your lap. Its all about the service. Provide a better service, and watch your own personal net worth move higher.