Minimum $5,000 Personal or IRA
We open new accounts for you. If you have an existing account and would like to transfer to our broker we can assist you.
Our account minimum is $5,000 and we accept personal, trust, and retirement accounts.
As your Investment Manager, you grant us discretion in placing orders and managing the cannabis investments.
Only for trades to buy or sell a stock $6.95 per trade. We evaluate custodian brokers for best execution, price, and services.
Our fee is 1% annualized based on your account balance calculated each quarter. As a fee-only firm when you do well we do well.
Our broker provides online access including monthly statements and tax information. We also provide performance reporting to you.
Please have an adviser contact me