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Exam2 > Advisory > Flashcards

Advisory Flashcards

1
Q

Affluent

A

Advice light: less than 250,000

Advice: 250,000 or higher

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2
Q

HNW

A

Advice light: less than 250,000
Advice: 250,000 or higher
Advice Premium: 5 m

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3
Q

UHNW

A

Advice Premium: 5m

Advice Premium Ultra: 50 m or above

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Exam2 (6 decks)

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