Do I invest a lump sum amount, or can I add specific amounts each month?
Both are acceptable ways to invest within our organization, but most available assets are initially invested upfront with future contributions scheduled as requested by the client. Minimum monthly contributions are required, please speak with one of our advisors for more details. Please keep in mind the Guided Wealth platform requires a minimum of $5,000 to invest and $500,000 for our holistic wealth relationship.