Frequently Asked Questions
When we work with investors and manage their money, we want to make sure our programs work with the client. Many times smaller accounts may be set up elsewhere until a client is in need of an advisor to manage it. We work with people that don’t want to deal with the constant monitoring and re-balancing that it takes to manage a portfolio. We evaluate each client based on their needs and determine what’s in your best interest.
If you are seeking financial planning advice only (want advice outside of management of a portfolio) we do not have any minimums on portfolio size.