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Do you have to have $1 million in investments to work with you?
This is my question as well. Is there an actual cut off amount?
Thank you for the comment. Please consider scheduling an Introductory Meeting. There is no fee for this meeting and we can talk more about what an ongoing relationship looks like.
In my 40 year career, I’ve seen plenty of non-performers who should be fired
Do you have to have $1 million in investments to work with you?
This is my question as well. Is there an actual cut off amount?
Thank you for the comment. Please consider scheduling an Introductory Meeting. There is no fee for this meeting and we can talk more about what an ongoing relationship looks like.
In my 40 year career, I’ve seen plenty of non-performers who should be fired