Frequently Asked Questions
What do you do?
Simply put, I will partner with you to help you progress towards the life you want using the money you have.
Who is a good fit for your firm?
1) Quite simply, nice people.
What is your investment philosophy?
I believe that asset allocation and time invested in the markets to be the greatest drivers of return. I utilize exchange traded funds almost exclusively, and enjoy employing socially responsible, or client specific, screens to our portfolios.
How are you paid?
We are a strictly commission-free firm. I am compensated through either a flat monthly retainer, or through an investment management fee which is stated as a percentage (1% or less per year) of your investment accounts value.
Are you a fiduciary?
Yes. All of the time.
Do you require account minimums?
No. We will gladly help you start investing from scratch.
Do you only work with clients locally?
No. While we are located in Bradenton, FL., we have grown by word-of-mouth to serve clients in twelve states.
Can you help me with insurance?
Yes. We can help you determine what you need and what you don't need. Then, we can help you find life, disability and long-term care insurance, if necessary. We do not receive any commissions or compensation for the insurance we recommend or help you get.
What can I gain from working with an advisor?
Have other questions?
Give me a shout or schedule an appointment.