Frequently Asked Questions

I'm often asked questions along the lines of how I operate and what my policies are, so I've compiled a list of these questions that may not be address in enough detail in the other sections of this site.  Please don't hesitate to ask me directly if you have additional questions.

What are your credentials?

What is your experience?

Are you a fiduciary?

How do you get paid?

Do you have account minimums?

Have you ever been accused of unethical or illegal practices?

What organizations do you associate with?

How do you keep your client's information secure?