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Item 7. Types of Clients

 

We have the following types of clients:

• Individuals;
• High Net Worth Individuals;
• Foreign Citizens;
• Trusts, Estates;
• Pension and Profit Sharing Plans;
• On and off shore Corporations, limited liability Companies and/or other business types

We require a minimum account balance of $100,000 for our Wrap Fee services. Generally, this minimum account balance requirement is not negotiable and would be required throughout the course of the client’s relationship with our firm.