It was never my intention to have this website generate clients for me as a financial planner but I do receive a number of inquiries so if you do feel so inclined, you must be “this high to ride”:
Q: What is the minimum commitment for monthly investment clients?
= 500 USD p/m or currency equivalent
Q: What is the minimum commitment for lump sum investment clients?
= 100,000 USD or currency equivalent
My client base is extremely diverse as we partake in all areas of offshore, international financial planning, but these are the basic requirements. If you have questions feel free to reach out and we can arrange a Skype to talk about your situation. If you currently appear on an EU sanctions list and/or have in your possession large quantities of Nazi gold, then I cannot help you.