FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every family's financial scenario is different. Depending on the needs of the family and the services they would like us to help with, we can then provide a quote. If you would like our seasoned investment team to help you manage your portfolio, our advisory fees are between 0.75% - 1.25% depending on the size of the portfolio you would like assistance with.
- What is your typical process for working with a new customer?
Our seasoned team is passionate about helping provide families with holistic peace of mind as it relates to their finances. And we start off slow by getting to know one another and see if it is mutually a good fit for both parties. From there we can discuss what sort of needs you have and how our team and help. If we have the expertise to help, that's great. If not, we are happy to refer to you other professionals who we respect and we know will serve you well.
- What education and/or training do you have that relates to your work?
Certified Financial Planner (CFP(R)) Professional