Apply for a Right Fit Meeting - Personal
1) Submit the form below
2) We'll reach out to schedule a Right Fit meeting
3) We’ll discuss your situation & our process to see if we’re the right fit
We do our best work with motivated clients that have household income of $250K+ or investible assets of $500K+.
Fees are billed monthly based on a percentage of assets under management.
Before you apply, please review our firm's minimum pricing:
Wealth Management - starting at $7,500/year
Family Office - starting $60,000/year
More information on our services can be found here.
Disclaimer:
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