Do you have a customer satisfaction or refund policy?
Yes. We will refund fees collected if a client is dissatisfied with our work. We collect our fees on a quarterly basis and will rebate the quarterly fees in which the client expresses their dissatisfaction.
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Why should I choose you as my financial advisor?
We offer comprehensive financial planning. We consider all aspects of a clients needs in collaboration and communication with the client to create a plan.
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What are your qualifications? What is your education background?
Certified Financial Planning Professional™ (CFP®)
Finance Major at Wofford College
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How do you charge for your services?
We charge a percentage of assets that we actively and assume a fiduciary responsibility for.
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How are you compensated? How will I pay for your services?
We charge a percentage of assets that we actively and assume a fiduciary responsibility for.
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If you are going to manage my account, will you obtain my permission every time you buy or sell something?
No. Our clients pay us to manage their assets for them. We will have a previously agreed upon strategy and the client expects us to administer the details of the strategy.
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How many clients do you currently manage?
As an eight person team, 425 clients.
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Will you be the only person working with me?
No. I will likely be the primary contact, but our team will all be ready to serve.
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Do you offer any guaranteed results?
No
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How much risk should I be willing to take?
The amount of risk is client specific. We reach an agreement with each client about the proper amount of risk for their situation. We use several tools to help us and the client make the proper choice.
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Have you ever been charged with any breaches?
No. Our entire team has a clean record.
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What services do you provide? What are your specialties?
Financial Planning, Asset Management, and Estate Planning through a co-located sister firm.
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What is your experience? How many clients do you currently manage?
16 years of offering consumer financial advice and our eight person team works for roughly 425 clients.
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What financial institution(s) do you represent?
Global View Investment Advisors
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What is your approach to financial planning?
After educating you to our value proposition and determining that it meets your needs, then we will faithfully and diligently implement the plan while acting as an advocate on your behalf.
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What services do you offer?
Financial Planning, Asset Management, and Estate Planning through a co-located sister firm.
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What are your qualifications?
Certified Financial Planning Professional&trade> (CFP®)
Finance Major at Wofford College
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What is your approach to 401 K plan rollovers?
We incorporate the Rollover strategy into the clients overall investment and financial plan.
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How long does the process of rolling over a 401K plan usually take?
It varies, but I would expect it to take 2 to 6 weeks.
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What financial institutions do you represent?
Global View Investment Advisors
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How many years of experience do you have?
16
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What are your fees for this service?
Typically, 1% of assets under management.
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How many 401K rollover clients do you currently manage?
A very large portion of our client base.
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Why should I roll over my 401K plan to your firm?
Higher quality strategy, planning, service, and investment options.
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