Frequently Asked Questions

We provide comprehensive wealth management services including portfolio management, investment strategy, retirement planning, tax optimization, estate planning, and risk management. Our advisors work with you to create a personalized financial plan tailored to your unique circumstances and goals.

We operate as a fiduciary, meaning your interests always come first. We charge transparent, fee-only fees with no commissions or hidden charges. Our global expertise combined with personalized service, innovative technology, and a commitment to excellence sets us apart in the industry.

Yes, we serve high-net-worth clients across six continents. Our team has specialized expertise in managing portfolios with international assets, navigating cross-border tax implications, and addressing the unique needs of globally dispersed clients. We welcome inquiries from clients worldwide.

A fiduciary advisor is legally and ethically bound to act in your best interest. This means we must recommend investments and strategies that benefit you, not our firm. Unlike some advisors who operate under a suitability standard, fiduciaries are held to a higher standard of care.

We offer transparent, tiered fee structures based on your assets under management and the complexity of your financial situation. Fees typically range from 0.50% to 1.50% annually, depending on the scope of services and account size. We provide a detailed fee schedule during your consultation.

Absolutely not. We believe in complete transparency. Our fee-only model means we only earn money from fees you pay directly — never from commissions or hidden charges. All fees are clearly disclosed upfront in writing before you engage our services.

Traditional advisors may earn commissions on product sales, receive kickbacks from fund managers, or charge additional fees for certain services. These aren't always clearly disclosed, creating conflicts of interest. Our fee-only model eliminates these issues entirely.

Yes, we typically work with clients who have a minimum of $500,000 in investable assets. However, this may vary depending on your specific circumstances and the complexity of your financial situation. Contact us to discuss your particular situation.

We provide regular communication based on your preferences and account activity. Most clients receive quarterly performance reviews and annual comprehensive portfolio reviews. We're also available for ad-hoc discussions whenever you need guidance or have questions about your investments.

Yes, we provide secure online access to your accounts through our advanced client portal. You can view your portfolio performance, transactions, holdings, and documents 24/7. Our platform is designed with security and ease of use in mind.

Most investments can be liquidated quickly. For stocks and bonds, funds are typically available within a few business days. We ensure adequate liquidity in your portfolio based on your personal circumstances and emergency fund needs. Discuss your liquidity requirements during planning.

Yes, we can incorporate ESG (Environmental, Social, Governance) criteria and other socially responsible investment principles into your portfolio. Our advisors can work with you to align your investments with your values while maintaining strong returns.

Our comprehensive financial planning covers retirement projections, tax optimization strategies, estate planning, risk management, education funding, insurance review, debt management, and cash flow analysis. We create a complete roadmap to help you achieve your financial goals.

We recommend reviewing your plan annually at minimum, or whenever significant life changes occur — marriage, divorce, inheritance, job change, or major purchases. Regular reviews ensure your plan remains aligned with your evolving goals and circumstances.

We provide estate planning coordination and work closely with estate planning attorneys to ensure your assets are structured efficiently. We help with wills, trusts, beneficiary designations, and strategies to minimize estate taxes and protect your legacy.

We employ advanced tax optimization strategies including tax-loss harvesting, strategic asset location, timing of income and deductions, and consideration of your overall tax situation. We work with your CPA or tax attorney to ensure coordinated planning and maximize after-tax returns.

Simply click the "Schedule Your Consultation" button or contact us through our website. We offer complimentary initial consultations to discuss your situation, goals, and how we can help. The consultation is obligation-free and confidential.

Bring information about your current investments, assets, liabilities, insurance policies, and retirement accounts. A summary of your financial goals and any concerns is helpful. We can also work with what you remember — we'll help you gather everything needed during the planning process.

Typically, onboarding takes 2-4 weeks after you've signed an engagement letter. This includes gathering information, completing due diligence, setting up accounts, and developing your comprehensive financial plan. We keep you informed every step of the way.

Yes, we can facilitate the transfer of your existing investments from other brokers or advisors. We handle all the logistics to make the process smooth and tax-efficient. Our team will guide you through each step with no disruption to your accounts.