Skip to main content
Account minimums

Learn about our minimum initial investment

Chuk Orakwue avatar
Written by Chuk Orakwue
Updated over a week ago

For all clients, the investment minimum is $500.

This amount reflects net deposits (transfers and deposits). If you met the requirements and your account falls below the minimum due to market activity and portfolio performance, we do not factor that in.

This amount is considerably lower than most investment advisers as we want everyday folks to be able to participate and invest.

Did this answer your question?