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$10 Million Portfolio Review

This $10 million portfolio review is geared towards high net worth and ultra-high net worth individuals have access to plenty of financial opportunities, such as investing in particular assets or building diverse portfolios consisting of various types of investments to increase wealth over time. If you have liquid assets worth at least $5 million and above, you should ask for a free copy of our guide 7 Secrets to High Net Worth Investment Management, Estate, Tax, and Financial Planning. The guide is particularly geared towards high-income earners and ultra-high-income earners with $5 million to $500 million worth of liquid wealth.

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You’d all agree, it is not easy to manage a portfolio worth $10 million alone. This is where a reputed and experienced wealth management firm can help. At Pillar Wealth Management, we’re highly skilled in developing wealth and financial plans for individuals and families who’ve liquid assets worth anywhere between $5 million and $500 million. We hold the ground as one of the most competent wealth management companies with a collective experience of over 64 years in expert fiduciary services, including wealth management, tax planning, estate planning, business succession planning, and more. Our experts use both active as well as passive management so that the best interest of every client is achieved. You can even book a no-obligation meeting with one of our team members and learn about all available options to effectively manage and maximize your life earnings

Many high and ultra-high earners wonder, “how to invest 10 million dollars for income?” or the “best places to invest my $10 million” These are few of the elements that we’ll be addressing in this review along with some reasons as to why hiring a wealth management firm is a good idea.

Why $10 Million Net Worth Individuals Should Hire Wealth Managers?

Wealth management is important for everyone, but more so for high net worth and ultra-high net worth individuals and families. Once your wealth reaches $1 million, the complexities related to its management increase since several US states impose taxes on wealth. So, if you wish to safeguard your wealth from avoidable tax charges, it is essential you work with someone who knows the ins and outs of wealth management. Use our $10million financial guide to learn how you can save $100,000/$10 million in assets.

In a nutshell, you should hire a wealth manager if you have more than $1 million in liquid assets. Seeking the assistance of a wealth management at this level can enable you to expand the overall value of your assets strategically to accomplish your financial, retirement, and lifestyle goals. Financial planning, retirement planning, tax planning, legal planning, estate planning, and investment management are some of the services offered by the top ultra-high net worth wealth management firms. You can use one or a combination of these services to make sure your wealth and assets are utilized efficiently. Since having more than $1 million now does not necessarily mean you will always have this kind of money.

Additionally, if you invest smartly, your total net worth can increase to anywhere between $5 million to $500 million! The best wealth management firms can make that happen for you. All you need to do is share your investment goals and whatever you wish to do with your wealth. This information can be used for key investment management decisions while also enabling you to earn passive income on the wealth.

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The best wealth managers can also improve your investment portfolio’s performance. Click here to read our guide 7 Secrets to High Net Worth Investment Management, Estate, Tax, and Financial Planning for some top-notch insights. Apart from this, there are several other benefits to consider working with a wealth management firm. Give us a call today and talk to our wealth managers to learn what those benefits are.

Till then here’s how you can invest $10 million dollars for income.

How to Invest 10 Million Dollars for Income?

Do you often ask yourself, “Which are the best places to invest my $10 million?” Well, today we have got the answer for you in this $10 million portfolio review.

When you make smart investments that prioritize income creation, a $10 million portfolio can last you for years. But with the myriad of options available out there, deciding what is right for you can be challenging. But just because you own a lot of wealth does not mean the essentials of investing aren’t still applicable. After all, the ultimate objective of every investor in the long run is to retire and live out their life as comfortably as possible.

If you have any queries about investing or your particular financial position, feel free to give us a call today and talk to one of our seasoned wealth managers for free.

Until then, here are some of the best places you can invest your $10 million for additional income:

1.     Mutual Funds

Investors having $10 million or more in liquid assets should consider working with mutual funds for income generation, especially those with high minimum investment requirements. Since as a trade-off for having significant wealth, these mutual funds charge lower fees. In addition, mutual funds can help you generate income from stock dividends and earned interest on bonds in their portfolios.

One key benefit of investing $10 million with mutual funds is that your portfolio will be professionally managed. You will be handing over your your money to a firm that uses market research and analysis to invest those funds for lucrative returns. This makes mutual funds a particularly attractive option for investors owning large pool of assets. After all, what’s more comforting than knowing your investments are handpicked by professionals.

2.     Dividend-Yielding and Preferred Shares

High net and ultra-high net worth individuals seeking income generation can also consider securities available to less affluent investors. For instance, dividend-yielding stocks offer a chunk of profits to shareholders leading to income generation. Dividends pay outs generally occur quarterly, however, some even occur on a yearly or monthly basis. In addition, some dividend pay outs are non-recurring. In case you choose this investing option, you will receive dividends in cash or as extra shares depending on the firm you invest in.

Investors also have the option to buy preferred shares since they too provide dividend pay outs. But with preferred shares, the dividend rate it usually fixed. Moreover, dividends to preferred stockholders are always paid before common stockholders. It is worth noting that as you have more wealth to work with, your recurrent income might be a more significant amount. For example, if you own 100,000 shares that offers 10 cents per stock quarterly, the quarterly check you receive will be of $10,000. To learn more about the different types of stock options, do not hesitate to request a video meeting with our wealth planning specialist at your convenience.

3.     Real Estate

Investing in real estate is usually expensive, which means holding $10 million as investable liquid assets gives you a massive advantage. Real estate investing is typically not as hands-off as dividend yielding or preferred shares, however, the return upside is rather substantial and reliable. But finding a worthy real estate for investing can be challenging, therefore it is advised to have some professional help you.

Real estate investments cover anything from houses to apartments to condos and even commercial buildings. Whatever you are interested in or wherever the opportunities are will lead you to the best options available for you. It is important to note that real estate might require some fixing up before you can trade it. Nonetheless, the idea is that you will be growing its monetary value in the process.

One thing that stops investors from investing in real estate is the need to act as a landlord. While the thought may seem scary, there’s always the option to hire a real estate management firm to handle those hassles. To learn more about real estate investing, feel free to contact our wealth planning specialist at your convenience.

4.     Hedge Funds

Remember, having $10 million offers you more investment opportunities than any other average investor. This includes the ability to invest in hedge funds. For those who don’t know, a hedge fund is essentially a partnership of investors that utilize high-risk capitalizing strategies to generate high rates of return. A hedge fund encompasses various assets, such as bonds, real estate, currencies, stocks, commodities, and options. Since a hedge fund leverages borrowed capital, it can leave investors with possibly greater returns. In addition to this, it tends to offer higher flexibility since hedge funds aren’t subject to the same SEC rules as other securities.

How to Invest 10 Million Dollars?

Whether you have $10 million or $10 million as investable liquid assets, the rules of smart investing remain the same. First, investors must always have a particular plan in place to dictate their portfolio management. In addition, there are some essential investor characteristics to identify about yourself which include:

  • Risk appetite – When it comes to investing, this is perhaps the most crucial element since it’ll decide how much risk you are willing to take for stronger returns. For example, if you aren’t retiring soon, you might be okay with investing in riskier stocks for a better return. Conversely, those close to retirement, might invest in safer investments.
  • Time – This dictate when you roughly want to accomplish a particular financial goal, which in most cases is retirement. Put simply, decide at which age you’d like to retire and invest money accordingly.
  • Investment preferences – You might have some investments you are biased to, for e.g. certain fund or firms. It is totally fine to incorporate them in your investment portfolio just don’t take emotional or hasty decisions.

Each of these factors along with some other (for e.g. your income or liquidity requirement) are extremely important for long-term investors. Once you’ve a strong understanding about each factor and are on the clear regarding what you want, you can start the investment process.

$10 Million Portfolio Review: How Can We Help?

Founded in 1988, we believe Pillar Wealth Management is one of the top ultra-high net worth wealth management firms in California, US. Our expert wealth managers will protect your long- and short-term financial interests. Under the guidance of our co-founders, Hutch Ashoo and Chris Snyder, who collectively have over 64 years of experience in wealth management, the company has facilitated several high net worth and ultra-high net worth individuals and their families to maximize their wealth for a more comfortable and secure future.

At Pillar Wealth Management, we offer professional, qualified wealth planning services, such as wealth management, tax planning, estate planning, business succession planning, and more. However, we specialize in services for investors from $5 million to $500 million. The priority of our wealth managers is to deliver a reliable, personal, and reassuring experience to leave clients safe in the knowledge that their hard-earned wealth is in the right hands. Pillar Wealth Management can help you find ultimate peace of mind to make life as simple as possible for you and your family.


To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.

We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.

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