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Frequently Asked Questions

How do you charge?

To complete a financial plan, there is a one-time flat fee half paid up front, the balance due after you receive the final plan. Financial planning fees are refundable if you are not satisfied with our work. From there we can work on a monthly retainer basis or an annual asset management fee assessed only on the assets we manage. 

Fees depend on the complexity of the situation. Please email me or schedule time with me so we can discuss your situation and provide you with a quote for services. 

Is there a minimum net worth, asset size, or income?

No, some of our best clients were the ones we grew with over time. 

How often do we speak or meet?

It varies from client to client. Some clients want to speak quarterly, while others want to speak more frequently. Generally, we are in touch once a month or every other month to touch base or share an idea. The financial plan we generally update annually. 

Do you act in my best interest?

As a Registered Investment Advisor (RIA), we are regulated by the SEC and the Investment Advisors Act of 1940 to put our client's interest first. RIAs have fiduciary duty to their clients, which mean they have a fundamental obligation to provide investment advice that always acts in their clients' best interests.