There are specific wealth management numbers attached to investments of this size, for example Equities being 23% of the portfolio, I work with a hedge fund architecture however the wealth managers clearly state one pre-requisite.
The goal of a hedge fund is to generate 15-20%pa returns, the part which is never mentioned that is to protect 80% of the profits, today due to the new dynamics those hedge funds will be only able to protect 50% of profits taking gross returns down to 7-10%pa, hence massive worldwide fund redemption.
This applies to all investment vehicles from real estate to art to stocks, at $100,000s to invest your baseline investment is 7-10%pa gross return, if you try and go for 15-20%pa you will likely only be able to protect 20% of the profits and expose the underlying capital to losses, you don't want to do this. I was working with people fund managing their family office and private funds, via an institutional architecture, one of the approaches they use is to take 20% of the allocation on higher returns and leave the other 80% in non-volatile bonds/real estate but generate the 20%pa over the entire portfolio, it's one scenario.
In the end it all comes down to a very specific set of numbers, which the wealth managers kindly gave me, and what you want to achieve to either grow or maintain the capital as they use different approaches, I was generating 50% per quarter for a family office to seed a $10mil private fund they wanted launched at 50%pa, as with all things the fund owner couldn't understand why you can't just generate 100%pa for the private fund if you can for the family office, it doesn't work that way.
The platform (think of it like a Bloomberg Terminal but with algos to replace people and fund managers to curate content), last year provided 50% return on a Tesla short and 70% return on a long Boeing position via the stock research reports, the one thing we see all the time is people spend 80% of their effort to generate capital and 20% to maintain it, whereas it's 80% effort to maintain the capital, losing the one key point along the way regardless of the asset class, protecting 80% of the profits made which then by default protects the underlying capital because anything less than 80% and you expose the capital.