Frequently Asked Questions
1. ¿Qué nos diferencia de otras firmas financieras?
¡Sí somos! Actuamos como fiduciarios legales actuando en el mejor interés de los clientes por encima de nuestras propias necesidades.
1. ¿Qué nos diferencia de otras firmas financieras?
Our financial advisors charge an annual fee that is a small percentage of the amount of money that they manage for a client. In our firm, we utilize a breakpoint fee structure that is based on your annual invested amount. This fee structure is used to aligned our interest with yours, so our advisors benefit more as you. We also may charge an annual planning fee for members under a certain annual invested amount.
1. ¿Qué nos diferencia de otras firmas financieras?
We pride ourselves on understanding the wants and needs of a member to create a plan to best meet their goals. As a result, there is not much that we will not do to help you make the best decisions for your situation. For example, we will go with you to negotiate the price of a car, meet with your estate attorney, meeting with your extended family for comprehensive estate planning, and much more – all while keeping a focus on the goals, wants, and needs that are most important to you!
1. ¿Qué nos diferencia de otras firmas financieras?
We want to serve our members in an educational and empowering way to make the best decisions for their finances. By using a dual-advisor strategy, we can help you make these decisions in real-time while also making sure you are aware and on board with every decision made!
1. ¿Qué nos diferencia de otras firmas financieras?
Ofrecemos un enfoque integral, que cubre toda la amplitud de un plan financiero a través de una gama de servicios y objetivos. Enfocado en todos los objetivos de un cliente para ayudar a crear un enfoque personalizado que tenga en cuenta el mejor interés del cliente para ayudarlo a lograr sus objetivos financieros. No existe un plan único para todos los clientes de nuestra firma.
1. ¿Qué nos diferencia de otras firmas financieras?
From a monetary perspective, there are no minimum requirements for new members. We are happy to help anyone looking for answers to their financial questions. For anyone bringing less than $1000,000 to manage, we charge an annual flat fee of $500.
1. ¿Qué nos diferencia de otras firmas financieras?
Fuera de nuestra firma, trabajamos con abogados de sucesiones, contadores públicos, asesores fiscales, funerarias, personal de ventas de automóviles, médicos, abogados, relatores, abogados de lesiones: ¡la lista es interminable! Además de nuestra red existente, nos complace acompañarlo en sus reuniones con cualquiera de los proveedores de servicios mencionados anteriormente o con otros proveedores de servicios que lo afecten financieramente.
1. ¿Qué nos diferencia de otras firmas financieras?
We are evaluating investments on an ongoing, daily basis for the overall performance. Member specific plans are reevaluated monthly, quarterly, and yearly basis, as well as when needed for member determined reasons.
1. ¿Qué nos diferencia de otras firmas financieras?
Yes! We are happy to help you with your taxes through services such as tax strategies, tax harvesting, and cost-basis analysis. We have also opened our own Tax Firm which allows us to e-file taxes for both members and non-members.
1. ¿Qué nos diferencia de otras firmas financieras?
Our members always have the right to select whom they want to work with as their primary financial advisor. If your advisor leaves the firm, all members are welcome to stay with the firm and we will do everything possible to help the member find a new advisor that aligns with the their best interest.
1. ¿Qué nos diferencia de otras firmas financieras?
We are located at 1000 Centregreen Way, Suite 190 – Cary, NC 27513.