Q: How does this relationship with a financial counselor begin?
A: It begins with a 20-minute phone conference, during which you share what issues are on your mind and we share how we might address those issues. If we are not the right fit, we will do our best to refer you to a professional who is. The goal of the call is to figure out if it makes sense for us to sit down and consider your situation in more detail. This initial call is confidential and gratis.
Q: How is the matter of confidentiality treated?
A: Religiously. What is said and with whom we work are private, confidential matters.
Q: How do you get paid?
A: Fees. 100% of our revenues come from fees. Consulting services are by the hour, while wealth management and investment management are either a flat fee or based on a percentage of assets under management.
Q: What is the hourly fee?
A: $300/hour for consulting services.
Q: And the management services?
A: Fee is a % of assets, depending on overall value of assets. If wealth management, fee incorporates complexity and comprehensiveness of services. It's not uncommon that we can dramatically reduce the overall
expenses for the client.
