Cash, savings, brokerage accounts, crypto, IRAs, 401(k) / 403(b) balances
This is the number advisors care about most when setting minimums.
Home equity, car value, business equity, vested stock or RSUs
Hard assets typically can't be handed to an advisor to manage, but they contribute to your overall net worth picture.
Your gross salary or total yearly earnings before taxes
Strong income can help you qualify with advisors even if your investable assets are still growing. Add your state below to see an estimated take-home.
Collectibles, inheritance, or anything that doesn't fit the categories above
Estimated Total Assets
$0
Breakdown
What this means
Most advisors set minimums based on investable assets. Strong income can still get you in the door — especially with advisors who take a long-term view of client relationships.
Private to you. Never shared with advisors.
This calculator is a rough estimate and is not financial advice.