Do you have account minimums? Who is your typical client?
As mentioned above, there are many variables to consider when choosing a financial advisor. Similarly, there are many variables that we consider when accepting new clients.
Therefore, we do not have an account minimum. Instead, we work with a wide variety of clients in varying financial circumstances that:
- Understand the success of their retirement is too important to manage on their own
- Want a collaborative partner to give comprehensive advice for all aspects of their financial life
- Understand the value of their time, and our expertise
Importantly, we will meet with the friends and family of existing clients regardless of their account size or needs. It's an honor to do so and we are always grateful for client referrals.
For additional information, you can see our typical client here:
