What is the minimum investment required to open an account?
Asked 6 months ago
The minimum investment required to open an account with Commonwealth Financial Network is $5,000. This amount ensures that our clients have sufficient funds to establish a diversified portfolio and allows our advisors to provide comprehensive financial planning and investment services. We believe that this minimum investment requirement is appropriate to meet our clients' long-term financial goals and to align with our commitment to deliver personalized advice and excellent service. While $5,000 is our baseline requirement, we understand that individual circumstances may vary, and we encourage potential clients to reach out to discuss their specific needs. Our experienced team is dedicated to helping clients achieve their financial objectives regardless of their investment level.
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