FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We provide a complimentary retirement plan review and analysis to all prospective clients. After reviewing that plan and discussing different investment strategies with you, we incorporate a fee based cost structure that begins once your accounts are transitioned to Merrill Lynch. This annual management expense typically falls between 0.50% and 1.75% depending on the amount of assets being managed.
- What education and/or training do you have that relates to your work?
Series 7 & 66 Licenses Chartered Retirement Planning Counselor (CRPC) Designation Degree in Finance from the University of Central Florida.
- What types of customers have you worked with?
Business Owners, C-Suite and Senior-Level Executives, Inheritors, Attorneys, CPAs, Real Estate Agents