What is the minimum size portfolio needed to get started?
We have no minimum portfolio size for financial planning services. Financial planning services may be charged on a per-project basis, or monthly retainer. Such services may include reviewing and selecting investments in your employer’s 401k plan, insurance review, estate planning (wills and trusts), asset protection (maximizing use of creditor exemptions), etc. For Investment Management services, however, there is a $500 per quarter minimum fee per relationship. As such, $200,000 is the minimum client relationship to achieve the $500 fee at 1% per annum.
