My relationships with my clients go back in many cases, over twenty years. My clientele consist of High Net Worth individuals, either retired or currently in various professions (Physicians, CPA's, Business Owners and Executives). My clientele also include Corporations, Trusts and 401K Plans.
As such, my client base has seen significant growth over the years. In order to continue to allow for growth without diminishing the high level of service I am committed to providing, I request that any new client relationship start with a Minimum Family Account Size of $500,000. Although this is not a requirement of Wells Fargo Advisors, and in fact some programs offered by the firm have minimums as low as $25,000, I believe it is important that my new clients show that they are serious and committed to establishing a long term relationship based on trust and respect. I will give consideration to your specific situation.
If you would like to discuss becoming a client, please call me at 732-576-4892 or contact me by email at joseph.xerri@wfadvisors.com with any questions you may have. I'd be happy to schedule an appointment to sit down and discuss your unique situation.