Are you a fee-only firm?
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 management. 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.
I like what I see about your firm, but I do not live in North or South Carolina. Can I still be a client?
Yes, a large percentage of our clients are not local to us. We have clients from Michigan 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.
Where will my assets be held?
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, E-Trade Advisor Services, Charles Schwab, 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.
What would it cost to meet with one of your advisers?
Potential new clients are offered a free initial consultation.