We do not have a minimum size investment. However, because of our commitment to provide comprehensive financial planning and investment management, we have a minimum annual fee of $4,000.
Investment advice offered through IPI Wealth Management, Inc. 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
Copyright © 2018 Clearstone Wealth Management - All Rights Reserved.
Powered by GoDaddy Website Builder