Summit Wealth & Retirement Partners does not set a minimum when talking with new clients. However, in order for us to provide value to you as an advisor, there generally needs to be enough in assets, complexities or some combination of the two for our services to be cost-positive. As a comparison, it wouldn’t make sense for someone to use a CPA to complete a 1040EZ tax return.
Part of our new client onboarding process is to provide a no-charge review of all of your financial documents, meaning we’ll be able to tell you in black and white, “Yes. We can save you time and/or money that will more than pay for our services”, or simply, “We don’t think there’s enough complexity here for it to make sense for you to hire us.”
In short, we’d never let you hire us if we weren’t confident we could provide tangible value.