Clients investing $500,000 or more in our Personal Portfolios are given the opportunity to schedule a complimentary one-on-one appointment with one of our highly experienced financial planners. Our team will work together with you to get your Personal Portfolio up and running with a minimum amount of time and effort required on your part.
Once your account is open, there may be additional time required to initiate transfers from your existing financial institutions in order to fund your account. Timing for transfers varies by the initiating institution, type of account, and the types of holdings within the account.