Item 5 - Account Requirements and Types of Clients


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.

Types of clients we typically manage on their behalf wrap fee accounts include:

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