Suggested Portfolio Minimums

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.

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