Your website mentions that you are a fiduciary financial advisor. What does fiduciary mean?
Fiduciary comprises a duty of care and a duty of loyalty. This means that a fiduciary advisor must always serve the best interest of their clients and not subordinate their clients’ interests to their own.
Where is my money held if I work with you?
I work with Charles Schwab as my custodian of choice. You’ll have full online access and a mobile app to access your accounts. Your money will be held with this custodian at all times.
What if I decide to stop working with you? How do I transfer my money?
While I certainly want to invest in long-term relationships with my clients, you’re always in control of your money. Your money is held with a standard custodian and you have the option to stop working with me at any time and you can continue to access your money or move it wherever you want.
Do I have to be in your area or can you work with me remotely?
While I prefer meeting in person at a mutually agreeable location, I can work with clients anywhere in the U.S. through video conferencing.
