Do I have enough money to become a client?

We do not have a minimum asset requirement but we do find that our best fit clients have achieved some level of financial success and have built an investment portfolio of at least $250,000. 

How do you get paid?

We charge a fee that is a percentage of the value of the investments we manage. We do not get paid through any type of commission, kickbacks, or other undisclosed revenue sources. 

Do I have to be in your area to work with you?

While we are headquartered in a suburb of Tampa, Florida (Wesley Chapel), we primarily work with people remotely throughout the United States.