FAQs

Frequently Asked Questions

What is financial planning?
One of our CERTIFIED FINANCIAL PLANNERS® will work with you to help define your personal financial goals, get a clear picture of your current financial situation and understand the steps you need to take to ensure you reach those financial goals.

How much do you charge for financial planning?
We charge an hourly rate for financial planning and the fee varies depending on advisor. You can find each advisor’s fee in their bio. The typical financial plan takes 10-12 hours to complete.

What is asset management?
One of our advisors will develop an investment portfolio tailored to your needs, goals, & risk tolerance. Your financial advisor will monitor your portfolio and make changes as the need to rebalance, minimize taxes, minimize risk and/or change to more optimal investments arise.

What does fee-only mean?
Our clients pay us directly to buy the most suitable investments in their best interest. We are not paid commissions for managing your portfolio. The asset management fee is 1% of the portfolio and can decline as the assets reach breakpoints. The chart of the breakpoint discounts can be found on our advisory contract.

 

 

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Give Us a Call: 714-827-5794

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