Are you a fiduciary?
Yes, we are professionally obligated to put our clients' best interests as the primary objective in our decision-making process for building their portfolios.
Will I have online access to my account?
Yes, if you would like to have online access, we can set you up for that. Below is the link to that homepage:
What do I need to bring to the first meeting?
2. Onboarding process should you decide to become a client.
3. Items to bring to the first meeting.
Is there an asset minimum?
$30,000 + = Placed in our proprietary models built with individual stocks and ETFs.
How often will we meet?
Do you meet with clients virtually?
Yes, we do meet with clients virtually if that is requested. We have many in and out of state clients that this works great for. We also host a monthly webinar for clients where we discuss everything that we are currently focusing on within the Market.
What do you charge?
We charge an inclusive fee that is a percentage of assets under management. We are more than happy to send you our fee and services sheet.