Quarterly management fees are withdrawn from the account on a quarterly basis. This method of payment eliminates any “out-of-pocket” expense for our services. Quarterly management fees can also be charged to a credit card or paid by check if desired.
What is your minimum account size?
Currently our minimum account size is $200,000 (for non-401k accounts), although under some circumstances we will accept accounts less than $200,000. More important, however, than satisfying a minimum account size criteria, we are looking for long-term client relationships.
What if I decide to cancel my relationship with you?
There is never any obligation to stay with our program. So in the unlikely event that you are not completely satisfied, you may terminate the relationship at anytime by notifying us immediately.
Which Plan is Right For You?
If you are in doubt of which plan to opt for, contact us and we will try to help you make the right decision.