Frequently Asked Questions

DO I NEED TO INVEST A CERTAIN AMOUNT OF MONEY TO WORK WITH YOU?

Not at all!

I started this business to make financial advice more accessible, instead of just those who have money available to invest.

Clients’ accounts are on a fee-based structure with no commissions. Keep it simple! See the fee schedule here.

I DON’T LIVE IN THE AREA, DO YOU WORK VIRTUALLY?

Yes! I have clients all over Pennsylvania and in various parts of the U.S., and we work together through email, google meet, or over the phone. I understand that clients are very busy and sometimes hoping on a video call is the best option.

HOW ARE YOU COMPENSATED? HOW MUCH WILL I BE CHARGED?

I am an independent financial advisor so I have no quotas to meet or earnings to hit for Wall Street. I am paid only by my clients. I receive no compensation from anyone other than my clients. This allows me to truly have your best interest at heart. I have no incentives to recommend any investments or financial plan over another that would benefit me. My incentives align with your incentives.

I have set up the business to be a flat-fee financial advising business. This flat monthly fee is based on the assets under management with the largest fee being $50 per month.

WHAT IS A FIDUCIARY ADVISOR?

A fiduciary financial advisor manages their clients' investments in a way that is aligned with the client's best interests. I must follow certain rules and regulations.