Yes, we offer wealth management services at an additional hourly rate of $150.
Yes, we provide our clients with customized portfolios if none of model portfolios suits their needs.
If necessary, we will schedule a meeting to go meet with the client. Clients are also welcome to come visit our office.
Yes, we have been a DFA approved advisor since 2006.
Yes, we offer asset management services to 401K plans. Please contact us for more details.