FAQ

What do you do exactly?

What types of services do you provide for your clients?

Why should I choose you over another advisory firm?

Who is your typical client?

What is the minimum amount I must invest to work with you?

How are you paid?

Are you a fee-only or a fee-based advisor?

Do you have a financial incentive to offer certain investment products?

Are there any fees, other than your management feeds, if we work together?

What is the process for opening an account with your firm?

Where is my money held if I work with you?

Are you able to make withdrawals from my account without my permission?

What is the process for opening an account with your firm?

How do you decide what my overall asset allocation should be?

How often do you make changes to my portfolio?

How often do we talk and/or meet?

What sort of portfolio reporting do you provide clients?

Do you help me with tax reporting or estate planning issues?

What is your relationship with Paladin Research and Registry?