What to Expect
My goal is to:
Deliver a high level of communication to understand whether any changes in your life may impact your investment portfolio.
Conduct periodic update discussions with you on your portfolio’s performance, detailing performance year-to-date and over the life of the relationship.
Work with outside tax, legal, and other outside advisors when necessary.
Employ a simple and easy-to-understand fee structure – you have a right to know exactly what you are paying and how it is computed.
