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 firstname.lastname@example.org with any questions you may have. I'd be happy to schedule an appointment to sit down and discuss your unique situation.