FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer many different ways to deal with us. Either fee based or commission based. The decision is up to the client depending on the services that they need. The minimum assets that we manage is $100,000.
- What is your typical process for working with a new customer?
We have a complimentary meeting where we get to know each other and then we decide if it is a good fit to continue the relationship.
- What education and/or training do you have that relates to your work?
In this field we have a multitude of continuing education requirements. On average I do over 25-30 hours per year of continuing education.