We have the following types of clients:
• 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.