Do you have underperforming investments held by companies such as RL360 and Friends Provident?
Or maybe you want to be like David, Philippe, Chris or clients from over 100 countries who want to achieve financial freedom or just get better investment returns, you have come to the right place.
Due to the fees, it isn’t in your best interest to start with anything less than $35,000 (lump sums) or $500 for monthly contributions. I will try to keep account minimums as low as possible for as long as possible, as I do want to help people who aren’t just high-net-wealth.
March 31 update: I will be increasing my lump sum minimums to $40,000 from April 2019. I will be keeping the monthly minimums set at $500 per month
More information about account openings and online brokers can be found here .
Please note I don’t accept everybody, as I am not focused on putting round pegs in square holes. This article contains a list of behaviors most of my idea clients show.