Investment Basics
Common questions about our investment approach, minimum amounts, and getting started.
What is the minimum investment amount?
Our minimum investment is $100,000 for individual accounts. This allows us to provide personalized portfolio management while maintaining cost efficiency for our clients.
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What is the minimum investment amount?
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What is the minimum investment amount?
+Our minimum investment is $100,000 for individual accounts. This allows us to provide personalized portfolio management while maintaining cost efficiency for our clients.
What are your management fees?
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What are your management fees?
+Clients pay Ethical Capital 1% of their account value each year in quarterly installments. This covers all investment management services, portfolio monitoring, and client reporting.
What types of accounts do you offer?
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What types of accounts do you offer?
+We offer taxable investment accounts, Traditional IRAs, Roth IRAs, and SEP-IRAs. Each account type has different tax implications and contribution limits.
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