Minimums to open a GFM-managed investment account is one of our most frequently asked questions, and depends on two things: A.) the bank, brokerage firm, or custodian where the investment account is held, and B.) on the level of service required.
As we are more interested in long-term relationships with clients with long-term retirement plans, rather than a fixed up-front minimum, our minimum guideline is that a client plan to accumulate at least US$250,000 / HK$2,000,000 under our management over the first 10 years (yes, that’s the first ten years).
Interactive Brokers, where over 90% of our accounts are held, only requires US$5,000 / HK$50,000 to open an advisor-managed account.
Accounts above US$5,000,000 / HK$40,000,000 are eligible for our lowest institutional fee schedules and fully customized mandates.