Gallimard Advisory | Believes in creating personalized plans for clients unique goals. Learn more about our financial planning & investment management.

Important Account Qualification Criteria

Please note that due to regulatory and service standards, we only onboard clients who meet the following minimum financial requirements. By proceeding with this application, you confirm that you meet, or expect to meet, these standards:

Minimum Gross Annual Income: USD $75,000 per year or higher.
Minimum Liquid Savings: You must possess readily accessible savings of at least USD $50,000.

If you do not meet these criteria, we strongly advise against proceeding, as our platform and services may not be suitable for your current financial profile.

Please acknowledge the mandatory financial criteria for opening an account:

I confirm that my individual gross annual income is USD $75,000 or greater.

I confirm that my liquid (cash) savings are USD $50,000 or greater.

I understand that failure to meet these minimum requirements may result in the immediate closure of my application or account.

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Additional Requirements

Important Account Qualification Criteria

Please acknowledge the mandatory financial criteria for opening an account: