Become A Client Traditional Fee-Based Investment Platform for accounts $25K and higher: By completing the forms listed below, we’ll get a baseline overview of your current financial condition which is extremely important in determining the next steps we need to take. Once completed, please fax or email to our office and someone will contact you to schedule an initial appointment. Client Information Form Investor Profile Questionnaire Cash Flow and Net Worth Form Digital Investment Platform for accounts $5K or higher: Guided Wealth Portfolios is our new online digital investment solution that offers online investment management while still having a direct personal relationship with a financial advisor. The path to your financial goals is personalized for your specific stage in life and will change as your life changes. Minimum investment is $5,000—Get started today! Guided Wealth Portfolios $5k - $25k If you have any questions, please don't hesitate to call or email us at (803) 799-9503 or [email protected].