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What is the minimum that I need to invest?

April 26, 2017invest minimum

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What is the minimum that I need to invest?

2 Answers

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There is no specific minimum that has to be invested; however, we work comprehensively with clients who have at least $100,000 in investable assets, including retirement plans.

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We work comprehensively with clients who have at least $500,000 in investable assets, including retirement plans. Some hourly work is performed with other clients at a rate of $300 per hour.