Frequently Asked Questions


Here are a few common questions we receive when working with new clients.

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1. Are you an independent advisory firm?

Yes. While we work with Charles Schwab, Fidelity, and TD Ameritrade we are completely independent from these firms. You an rest easy knowing you are receiving unbiased advice from a fiduciary advisor.

2. Are you a fiduciary?

Yes, it is in our contract. This means we are legally and ethically bound to do what is in your best interests.

3. What are your typical fees?

We charge a 1% fee per year (billed quarterly) on the total amount of investments we are managing. For example, to manage a $10,000 IRA we would deduct a $25 fee directly from your account each quarter. Fees are negotiable.

4. Do you make money on commissions or kick-backs?

No. We do not accept any other forms of compensation from investment companies. Therefore our only incentive is to do what is in your best interests.

5. How often do you meet with clients?

We like to meet with clients quarterly to conduct investment reviews, update the financial plan, and answer any questions.

Advice for every stage.