La Jolla Institute for Wealth Management



How do I know I can trust you? What is tax management? How do I transfer assets to children and grandchildren? Without commissions, how do you charge? What is the minimum investment required to become a client? How do you offer unbiased advice? Short-term vs long-term investing? Am I on track for retirement?		Minimum Investment The minimum investment required to become a client is $1,000,000. However, we are happy to offer consulting services on specific projects for an hourly or flat fee.