FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
.5% to 1.5% annual fee based upon assets being managed, $1000 annual minimum
- What education and/or training do you have that relates to your work?
Finance degree, Accounting Minor, FINRA Series 7, 65, 66, along with AZ, CA life & health insurance licenses. SEC registered investment adviser.
- How did you get started doing this type of work?
began as an intern at American Express Financial Advisors in 1998......