What is the minimum portfolio CCFP will manage?
There is no minimum portfolio amount that the team at Capital City Financial Partners is willing to manage.
We are committed to providing advice and resources to anyone who is seeking help. For some, that means creating a long-term relationship that sees them through retirement. For others, that means getting answers now and knowing we are here if they need additional assistance in the future. We believe there are multiple ways to make a difference in people’s financial lives and whether that has an impact of $1 or $1,000,000 it is all rewarding to us.
By working with clients who have larger portfolios, we are afforded the opportunity to also work with those who need simpler solutions. We create plans for everyone we meet with, but that does not mean that everyone has to work with us.
Please reach out to our team if you have any additional questions!
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