CALIFORNIA CONSUMER

Firstly, our initial consultations include a deep dive into your current financial situation, during which we collect and catalog all the necessary information-investment accounts, retirement savings, liabilities, insurance policies, estate documents, and more. We then input this data into our planning software, providing a centralized, up-to-date snapshot of your financial life... Before we begin managing any of your assets, we provide a detailed fee schedule that breaks down our charges. This way, you know exactly what to expect and can make an informed decision. The fee is generally tiered, meaning that as your investment portfolio grows, the percentage fee may decrease at certain breakpoints, providing economies of scale... It's important to note that our fee is all-encompassing and covers all the services we provide-comprehensive financial planning across the Six Points, regular review meetings, ongoing portfolio management, and unlimited access to our team for advice and..

Primary location: Pittsford United States