FAQ

We are advisory licensed and can offer you only fee based solutions if you would like. Depending on your needs we can accept an hourly rate, annual retainer, or percentage of assets under managment. We do our own insurance in house and have clients who qualify for certain real estate and oil & gas investments that are not available in a fee based format.

Yes, a large percentage of our clients are not local to us. We have clients from New England to Florida and as far west as Oregon. We handle those client meetings over the phone/web and any necessary paperwork we can send via overnight service.

Depending on the strategy/management style employed your assets will be held in your own account directly at the investment firm or with a 3rd Party custodian like Pershing, TD Ameritrade, Trust Co. of America, etc. You will receive statements directly from those parties and assets can only leave those accounts with your signature on a form or if they are directed to your address/bank account.

Normally new clients meet with both our advisers in order to maximize the assistance we can provide. An initial consultation is free.