There is no minimum investment with our firm, and no minimum balance. One reason we have no minimum balance is to ensure that every investor can get started building wealth by working with a professional advisor. One unique advantage of our system is the concept of partial shares. Even a client with a low account balance can own all of our recommended investments through the practice of partial share ownership. This means a client can own less than one share (or a fractional share) of an investment. This means even small accounts can achieve the proper diversification needed.