Question 1

Do you work with clients in all states?

Accepted Answer

Yes, we work with clients throughout the United States.Our company operates entirely remotely. Using secure video meetings, we offer personalized, high-quality service no matter where you live.

Question 2

Where do you hold my investments?

Accepted Answer

All client investment accounts are opened and maintained by Charles Schwab, one of the most reliable and respected investment companies in the United States.You will have full online access to your accounts, including the mobile app. All accounts are registered in your name and are under your control.

Question 3

Do you offer hourly consultations or one-time services?

Accepted Answer

We specialize in long-term financial planning and investment management for individuals and families seeking ongoing support and a reliable relationship for years to come.We currently do not offer hourly consultations or one-time projects.

Question 4

How are your fees structured?

Accepted Answer

We operate on a simple and transparent payment system, with no hidden terms or unexpected costs.The annual cost of the work includes everything necessary for long-term financial support:retirement planningtax planningtax-efficient investment managementregular video meetings, calls and consultationsThe fee amount depends on the amount of your investments under management:1.25% — on the first $250,0001.00% — from $250,000 to $2 million0.85% — from $2 million to $5 million0.65% — from $5 million to $10 millioncustom fee - for assets over $10 millionOur minimum annual service fee is $4,500. This allows us to devote sufficient time and attention to each client.

Frequently Asked Questions

Do you work with clients in all states?

Where do you hold my investments?

Do you offer hourly consultations or one-time services?

How are your fees structured?

Facebook

Instagram

Linkedin

Disclosures