Some advisors only work with people who have more than $1 million to invest, do you have a minimum portfolio size like that?
No, we don’t. Anyone can work with us regardless of the amount of money they have. We’ll help you figure out if our fees provide good value to you.
In general, we don't recommend paid asset management for families with less than $250,000 for us to manage, but we are happy to serve those clients with financial planning at our hourly rate, which includes detailed investment recommendations that they implement at their custodian (such as Vanguard, Fidelity, or Schwab.)