Frequently asked questions

What are your qualifications?

What kind of accounts can I open?

How are you paid?

How are my assets protected?

How will you determine my portfolio mix?

How often will my accounts be reviewed and/or rebalanced?

Is there a minimum level of assets required to open an account?

Can I transfer my existing brokerage account(s) or a portion held at another institution?

Can I set up automatic contributions to any of my accounts?

Will I have access to view my accounts online?