From February 1, my investment minimums on the monthly accounts will increase from $650 to $750 a month, or currency equivalent.
The main reasons for this change are:
- A big increase in demand from an increasing readership and existing client base.
- On average, I have found that bigger clients are more likely to share my values; trusting, relationship-driven and digital. That is a generalization, but has been true 80% of the time.
- I want to maintain a personal relationship with each client and this can only be continued if I become more and more selective.
The lump sum minimums will remain at $75,000 for the time being.