FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are always negotiable and everything is transparently available on the ADV form for the firm. Just Google it!
- What is your typical process for working with a new customer?
Get to know one other and what your financial goals are. If we are a good fit then we will put together a plan based on your needs, align on adjustment parameters, get your accounts set up and from there just periodic reviews as markets change.
- What education and/or training do you have that relates to your work?
Engineer by trade. Series 65 credential, Uniform Investment Advisor Law