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General Finance – Minimum Required Investment

Q : Is there a minimum amount to open an account?

 

A :  At Capital Investment Advisors, our minimum required investment is a total of $250,000. This means if you have say three investments accounts, for example a brokerage account, a Roth and a Traditional IRA which all total $250,000, you meet the minimum.

If you have less than $250,000 in your investment accounts we have a separate company called Wela (visit www.welastrategies.com) which offers several different model portfolios to invest in based on your overall goals, risk tolerance and investment horizon.


 

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