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Our minimum investment requirement varies by service. Portfolio management services typically start at $100,000, while our advisory services can accommodate various investment levels. Contact us for a personalized assessment.

We operate on a fee-only basis, charging a percentage of assets under management. This aligns our interests with yours – we succeed when you succeed. Our fees are transparent and discussed in detail during your initial consultation.

Yes! All clients have access to our secure online portal where you can view your portfolio performance, statements, and important documents 24/7. We also provide a mobile app for convenient access on the go.

Clients receive monthly portfolio statements and quarterly performance reports. Additionally, your dedicated advisor will schedule regular review meetings to discuss your portfolio and any adjustments needed.

Securities in your account are protected by SIPC up to $500,000. Additionally, we maintain excess SIPC coverage through our clearing firm. Please note that SIPC protection does not cover market losses.