• Posted by: admin

Yes, of course. You can cancel the relationship at any time. Our clients pay their fees on a quarterly or semi-annual basis. The fee is in arrears, which means we will charge you a prorated amount from the date of the last fee until the date you cancel.

• Posted by: admin

We partner with Betterment Advisors to ensure your money is safe and secure. Your quarterly performance reports and tax documents will come from them. We also grant our clients access to their own customized client portal, where they can view their entire financial life in one place. You can see all your financial accounts, net

• Posted by: admin

We strategize based on your financial goals and situation to create a diversified and properly allocated portfolio that is passive, low-cost, and tax-efficient. We’ll help you avoid paying higher fees with investments that likely will fail at beating the market.

• Posted by: admin

A fee-only financial advisor is compensated directly by their clients for financial advice and ongoing investment management. There are no commissions or payments from financial products we use and recommend, which minimizes conflict. Fee-only is the most transparent and objective compensation structure available. There are two other categories that other financial advisors fall into fee-based;