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Expert Q&A

Do financial advisors have minimum portfolio requirements?


Related Topics: Investments, Retirement Planning, Saving, Financial Planning
Related Tags: Financial Advisor
David I. Strunc, CRPC
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By David I. Strunc, CRPC - Sunrise Wealth Advisors, Inc.
Answered about 1 year ago

Some do and some don’t. Keep in mind that different products that advisors might recommend might have minimum account balances though.

William A. Mack
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By William A. Mack - Wealth Advisory & Management Corporation of America
Answered about 1 year ago

Some do. Generally, most financial advisors work with all types of clients. However, you may want to ask your potential financial advisor if he/she has a “minimum account value requirement”.

Brett H. Carolan
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By Brett H. Carolan - Brighton Jones
Answered about 1 year ago

Each firm is different.

Thomas J. Hartfield
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By Thomas J. Hartfield - Hartfield Financial & Insurance Services, Inc.
Answered about 1 year ago

Every Financial Advisor runs his or her practice differently so you would need to specifically
ask the particular Advisor what their minimum is, if they have one.

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