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Because we are dedicated to providing each client with an extremely personalized experience, we limit our practice to just 100 clients. To establish a relationship, our investment minimum is typically $1 million. Depending on each client’s unique needs and preferences, we are compensated on a fee or commission basis.
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Copyright © 2007 Offel Wealth Management Group
Independent Contractor of Money Concepts International, Inc.
All Securities through Money Concepts Capital Corp. Member FINRA/SIPC 11440 North Jog Road, Palm Beach Gardens, FL 33418 - (561) 472-2000
Offel Financial Wealth Management Group and Money Concepts are unaffiliated.