Cleveland, Ohio (PRWEB) November 30, 2016
Investment advisory firm Thrifty Investing (http://www.thriftyinvesting.com) announced today that they will no longer have a minimum investment and will charge no management fee to clients with less than $25,000 invested.
Co-founder Joe Frankenfield said, “Many advisory firms have high minimum investments and turn away small investors. However, these are the people that need the most help. To demonstrate our commitment to helping this demographic, we decided to charge no management fees for clients with less than $25,000. We want to let these people know that they are not only welcome as clients, but that they are important.
“We are reaching out to other advisory firms that have minimum investments because we would like to serve the clients that they cannot help. We encourage advisors we haven’t spoken with to contact us.”
Thrifty Investing is a financial advisory firm based in Cleveland, OH that focuses on client suitability, low fees, volatility management, income and retirement planning.