Accounts are custodied at some of the largest institutional firms like TD Institutional, Schwab Institutional or National Financial Services (NFS).
Through your custodian (TD, Schwab, NFS, etc.). These firms provide monthly statements, tax documents (1099s) and online account access.
As a percentage of investment assets we manage for you. Fees depend on account size and the scope of the work. In special situations, we can create customized consulting agreements.
Early in our relationship we will set a general baseline for how often you’d like to meet, whether it’s in person, on the phone, or through video conference. That said, most clients find that an annual “all hands on deck” in-person review combined with regular email and phone contact throughout the year works well.
We take a holistic approach to your entire financial picture and work closely with your other professionals (CPAs, estate attorneys, etc) to put all of the pieces together. Furthermore, we want you to call us when you have any financial decisions to make, whether you’re thinking of buying a new house, selling your business, saving for college, wondering what to do about aging parents, etc. If it’s keeping you up at night, we want to help you solve that problem by helping you research options or by bringing in an outside specialist we trust.
Of course. We serve clients all over the United States.
