Does Thomson Financial Management require a minimum investment amount?

Yes, we have a minimum asset management size of $1,000,000. This allows us to deliver the attention and care that clients have a right to expect. Typically, our advisory investment relationships range between $1,000,000 to several millions of dollars under our management. Investment minimums may be waived at the discretion of Thomson Financial Management. Advisory services and asset management are offered through First Allied Securities, a Registered Investment Advisor.