Q:
What is the minimum size portfolio I need to get started?

A:
The average asset level under management per client is around $1,000,000. However, we have a general policy that asset levels should not prevent those from receiving quality financial consultation. Therefore, we do not set minimum levels for clients to receive our services. More important to us in any new financial planning relationship is that clients have realistic expectations. We do not trade stocks frequently; we do not time the market; we cannot predict the future (nor can anyone). We have found that successful long-term financial planning always begin well before the relationship becomes formal. Please feel free to contact us for a confidential screening and immediate fee quote.