Individual Investors | Fischer Financial Services

Individual Investors

Individuals: $100,000 Minimum Account Size*

  • Worldwide Aggressive: Invests 75% to 100% in Domestic and International equities with the remainder in cash (money markets).
  • Aggressive: Invests 75% to 100% in Domestic equities with the remainder in cash (money markets).
  • Worldwide Moderate: Invests 50% to 75% in Domestic and International equities with the remainder in fixed income instruments and/or money markets.
  • Moderate: Invests 50% to 75% in Domestic equities with the remainder in fixed income instruments and/or money markets.
  • Worldwide Conservative: Invests 25% to 50% in Domestic and International equities with the remainder in fixed income instruments and/or money markets.
  • Conservative: Invests 25% to 50% in Domestic equities with the remainder in fixed income instruments and/or money markets.
  • Ultra Conservative: Invests up to 30% in Domestic equities with the remainder in fixed income instruments and/or money markets.

* The minimum account size may be reviewed and waived on a case-by-case basis.

 

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