FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am a fee based advisor - I receive it quarterly based on the amount of money that I manage. The fee range is on average 1%-1.25% annually.
- What is your typical process for working with a new customer?
I take a Four Step Consultative Approach: 1) I Understand the needs and goals of my clients; 2) I recommend an investment strategy; 3) Implement the investment strategies and 4) I provide quarterly performance reviews and custom reports for my clients.
- What education and/or training do you have that relates to your work?
I have my Series 7, 66, Life, Accident and Health Insurance licensed. I am an Accredited Investment Fiduciary.