Minimum Investment

We are a high quality practice, not a high volume practice. We always want to have time for our clients, and thus require certain minimums for new clientele.

What is our minimum investment?

Our minimum investment is $100,000 per account.

What if someone does not meet the minimum investment?

We are still available to help. If someone does not meet the minimum but still seeks asset management or financial advice, we will simply charge a planning fee. Fees depend on the complexity of the financial situation.