Have you considered all of your assets?

You indicated that you do not have $1.5 Million in investments or savings. Do you have any other assets that will put you over $1.5 Million such as an anticipated pension lump sum or inheritance? Or, will you reach $1.5 Million in investments or savings within the next 24 months? If so, please return to the previous screen to include those assets so we can serve you accordingly.

Otherwise, we require new clients to have investable assets of $1.5 Million or greater. We have found that we provide the most value to clients when there is a certain level of assets and complexity. We do work with the adult children of an existing client. So if that is you, please reach out to us by contacting the advisor, or at sayhello@fidatowealth.com