Plancorp does not have an account minimum for who may become a client, but we do have a minimum quarterly fee for individuals: $1,250. This gives us the flexibility to serve clients who are accumulating assets or have upcoming life events. Even if we are not the right fit, we may be able to help you find someone who can assist with your needs.
For more information on minimum fees for our Exit Strategy and Retirement Plan Advisor segments, please contact those divisions directly.