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What is the minimum investment required for a Folio Institutional account?

Asked 2 years ago
The minimum investment required for a Folio Institutional account can vary depending on the type of investment product or strategy being utilized. Folio Institutional typically sets specific minimums for different accounts as part of their policies, which may include minimum amounts for individual investment portfolios or model portfolios. In many cases, the minimum initial investment can range from a few thousand dollars to higher amounts based on the investment options selected. It is essential for prospective investors to review the specific details listed on the Folio Institutional website or in their account documentation for the most accurate and up-to-date information regarding minimum investment requirements. This resource will offer comprehensive guidance on account setup and investment thresholds, ensuring that you can make informed decisions tailored to your investment goals.
Answered Aug 14th 2025

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