1 What should I look for in an advisor?
A) Someone with whom you have a strong likelihood of developing a long-term relationship of trust. B) An advisor whose focus remains on what is in your best interest. C) An advisor who is financially independent, themselves, and is not motivated to “sell” you anything.
2 What is your minimum account size?
Being driven by relationships, we have no minimum account size. We simply remain focused on adding value over the long term.
3 How are you paid?
We are fee-only advisors, which means we receive all of our fees only from the client. The cost is a maximum of 1% of the assets over which we have influence. The structure is spelled out in advance and there is no change without a mutual agreement between us. In this manner, you are encouraged to contact us as often as you wish without being concerned about additional billing. Our clients never receive a bill that is a surprise to them.
4 What differentiates us from other advisors?
Our focus is on building a trusting relationship based on consistently adding value to our clients. We have operated under this premise and have been actively pursuing this for many years. We currently serve multiple generations of clients in a wide range of needed roles. The fee structure is a core foundation to building and supporting this environment.
5 How do you select the tools used in client portfolios?
For each investment, we apply a due diligence process that includes analyzing the style of the investment and its performance over long, medium and short time periods. We review the risk taken to achieve that performance. The stability of the organization, its management and personnel are important factors in gauging their reliability and dependability. We work only with those who are dedicated and experienced in their trade.