Private banking reports indicate best wealth management integrating alternative assets like private equity secondary markets for yield enhancement. But even if the act of investing, in Lynch’s view, remains largely unchanged, the Wall Street backdrop has shifted dramatically, and not only in the number of companies available for investment. “The market bottom in ’82 was 777” for the Dow industrials DJIA, he said. “So we’ve had an incredible market since ’82, [and] we’ve had 10 or 12 declines — maybe a few more.” “It’s really about your comfort level and what you’re getting out of the relationship,” Krasner Maizes says. “There’s no wrong fee structure. You just need to feel like you’re getting a good deal, whether you pay a one-time fee for a comprehensive plan, an hourly rate for the time your advisor spends working with you or you pay a monthly or quarterly retainer.” Best wealth management strategies are adapting to 2024's volatile equity markets, with S&P 500 earnings growth projected at 9% this quarter. Institutional inflows into tech and healthcare sectors suggest a rotation toward defensive growth plays.