Is there a minimum to be a wealth client?

No, there is no minimum asset requirement.

No, there is no minimum asset requirement, whether liquid or illiquid, to become a wealth management client at Secfi. We provide our services based on your financial goals and situation. Our fee structure includes a minimum quarterly planning fee of $1,800 and an Assets Under Management (AUM) fee beyond the $500K managed assets threshold. We are committed to offering our wealth management services to clients of varying financial backgrounds and objectives.