8 Adams Street,
Absolutely! We can work together as long as you have internet connectivity and reside anywhere in the world. For clients who reside outside of United States, we can agree to work on a mutually agreed time that works for both of us.
No! We consider those avoidable conflicts of interest.
Nope! You need not meet a minimum income or financial net worth. We meet clients where they are and help them grow.
No way! If you feel you've gotten what you need from our initial engagement, go forth and prosper. Of course, our hope is that you'll get a ton of value from our ongoing relationship.
For Investment management service, we use Altruist as a custodian which offers one of the smoothest custodial experiences and hence it would be required to move the money to Altruist. Also, if someone has multiple accounts at different places, it helps to consolidate them for a better Investment management perspective. However, there are exceptions to above rule and reach out to us if you have any reservations for some reasons like unrealized losses, familiarity with a particular custodian etc.
There are 3 different options as described below.
You authorize us to investigate, purchase and sell on your behalf various securities and investments without consulting you on each sale or purchase.
You authorize us to execute purchases and sales of securities only after securing permission from you regarding each transaction.
We neither have discretionary nor do we have trading authority. It will be up to you to implement transactions.
I will stop work and review what I've completed with you. You'll only be charged for the work completed.
I will reach out to you before exceeding the higher end of the cost range. We'll amend our client agreement to either increase the cost estimate or limit the scope.
Even though all elements of a financial plan work together in concert, we can work on a single topic that you most need help with at present. Investment management is a core strength of our firm.
Not at all! If you already have a solid relationship with a professional (CPA, insurance agent, attorney, etc.) please continue working with them.