FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
$100 per hour for most services. Investment Advisory Services are either commission based or fee based depending on the preference and investment profile of the client.
- What is your typical process for working with a new customer?
Initial consultation is FREE!!! Then, if hired, we set up a client file and establish the needs of the client. An engagement letter is prepared, and signed by both the firm and the client. Services performed follow the work specified in the agreed upon engagement letter.
- What education and/or training do you have that relates to your work?
Mississippi State University (BACC) Bachelors of Accountancy (GPA 3.82) (BBA) Bachelors of Banking and Finance (GPA 3.82)