FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Average clients have $500,000 or more invested at approximately 1% fee.
- What is your typical process for working with a new customer?
First appointments is free. Onboarding and transferring accounts takes approximately 1-2 weeks. Quarterly reviews are standard. Financial planning process is included in asset based fee. Detailed & fine tuning appointments held as needed. Quarterly performance reporting, financial planning software, financial accounting aggregation software, all included.
- What education and/or training do you have that relates to your work?
20 years+ experience in Financial advisory services. Licensed broker in 2006. CFP 2015 High Net-worth, legacy planning, charitable endowment planning.