Do you have a minimum account size?

Yes, our firm maintains an account minimum of $500,000. We appreciate that many of our clients are federal employees who may face unique financial circumstances and constraints. In recognition of this, we are willing to arrange accommodations in certain cases. Specifically, we may permit clients to open smaller accounts with the understanding that they will meet our standard minimum investment threshold in due time. Our goal is to provide flexibility and support to help clients navigate their financial journey effectively while ensuring they can access our services when needed. If you have any questions or require further details about this policy, please feel free to contact us for clarification and guidance.