FAQ (Frequently Asked Questions)
This is an area we carefully considered. The minimum investment requirement for new clients is $100,000. When we looked around, we noticed too many firms that had minimums starting much too high for some people. We believe that most people with a certain amount of assets saved up can benefit from a relationship with a financial advisor if only given the opportunity. When we crunched the numbers, we felt that we could the most impact using our strategies with clients that had between $100,000 – $2,000,000 in investable assets.
Monday – Friday, 9:00 am to 5:00 pm. Saturday appointments are available on a case-by-case basis from 9:00 am – 12:00 pm
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