https://www.pricemetrix.com/whales-pricing-for-ultra-high-net-worth-clients/

PriceMetrix

WHALES: Pricing for Ultra-High Net Worth Clients

June 2013

In this Flash of Insight, we examine fee-based and transactional pricing for ultra-high net worth households. We define ‘ultra-high net worth’ as a minimum of $10 million in investable assets (near the 90th percentile for assets among high net worth households).


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