FAQS
Frequently Asked Questions
What do you do?
We are a multi-service, white-glove financial planning and asset management team. For every client we work with, we strive to go above and beyond with the services we provide. On the asset management side, we hold different types of client accounts, i.e. brokerage accounts, IRA’s, etc. and help choose the investments inside those accounts. This goes hand in hand with financial planning. We manage these accounts by helping our clients connect to a bigger financial picture.
What type of client do you serve?
We have clients of every type. We work with attorneys, equity compensated employees, business owners and retirees and their families.
Do you have a minimum?
We tend to work with individuals and families who are ready to take the next step in their financial journey. Most of our clients fall in the $500,000 – $10,000,000 dollar range, but we certainly have clients outside of that range as well.
What are your credentials?
Charlie and David are CERTIFIED FINANCIAL PLANNER® professionals. This is a widely respected credential in our industry. Charlie is also a Retirement Income Certified Professional (RICP®).
How are you different than other financial advisors?
We feel that the level and breadth of service we provide is above our competitors. We go above and beyond to make our client’s experience more than that of just a standard financial advisor. We love what we do and cherish the deep relationships we have with clients. Our job is more than managing assets and studying the stock market. Our job is rooted in building relationships with the people we work with and helping them persue a multitude of goals over their lifetime. That could mean retiring early or simply spending more time with loved ones.
How do I get started?
The first step is to schedule a 15 minute introductory call where we can learn more about your personal, financial and professional goals. We will share our process and how we work with our clients.
What can I expect for my first meeting?
The initial meeting is just for us to get to know you and you to get to know us. There’s no pressure and no cost. We’ll go through your questionnaire with you, ask questions, and see how we can serve you. For the initial meeting, please bring any financial statements and documents to help us better understand your financial situation.
How do you get paid?
We utilize a fee-based cost structure with the majority of our clients where we bill on a percentage of the assets that we manage. Whether you work with us or another advisor we feel that this is the right way to do business. We feel that long-term this is the best way to build a solid relationship with our clients and create a win-win situation where we are both sitting on the same side of the table.
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