Although Wizest has the ability to purchase or sell fractional shares, due to our custodian broker-dealer, the minimum dollar amount for each securities transaction is $5. The Suggested Portfolio Minimum represents the minimum dollar amount that Wizest believes is best suited for this particular portfolio when considering this requirement, the portfolio’s composition, allocation, and frequency of rebalancing. It is not a mandated account or portfolio minimum.
This web page is hosted and operated by Wizest Inc. This web page is intended for educational and informational purposes only and should not be viewed as a solicitation or recommendation of any product, service, or trading strategy. No offer or solicitation to buy or sell securities, securities derivative, or futures products of any kind, or any trading or investment advice, recommendation, or strategy, is made, given, or in any manner endorsed by any Wizest affiliate. The information made available on this web page is not an offer or solicitation of any kind. Specific questions related to a brokerage account should be sent to your broker directly.
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