Faq

Do you provide wealth management services?

Yes, we offer wealth management services at an additional hourly rate of $150.

Do you provide your clients with customized portfolios?

Yes, we provide our clients with customized portfolios if none of model portfolios suits their needs.

How do you meet with your out of town clients?

If necessary, we will schedule a meeting to go meet with the client. Clients are also welcome to come visit our office.

Are you a DFA approved advisor?

Yes, we have been a DFA approved advisor since 2006.

Do you offer your asset management services to 401K plans?

Yes, we offer asset management services to 401K plans. Please contact us for more details.