This paper models the economic structure of the services provided by wealth management professionals. It offers a view on the transformation of the associated market when new productivity tools (i.e. digital robots) are introduced. Core insights are generated by calibrating the model to data from the French market. Key results are three fold. First, in the case of France, wealth management services are currently limited to individuals with more than 1.5M€ of assets. For those services to be democratized and extended to the entire population, the model suggests that 60%+ of today's activities in the profession must be automated. Second, wealth management services have currently an average cost of 500€ per client. The model then predicts that for every percent of activity automated via the introduction of productivity tools, services prices are reduced by about 4 to 5€. Finally, the model highlights that the introduction of new tools is likely to trigger an increase in demand for wealth management professional over the short run. This holds true until their services gets extended to the general population, point at which, the number of professionals needed will drastically reduce.