Most Asked Questions:
- My Credentials
- Bachelor's in Accounting
- Chartered Financial Analyst® ("Sets the standard as the most highly respected designation in the investment management profession"*)
- CERTIFIED FINANCIAL PLANNNER™ ("Largely considered the gold standard in Financial Planning"**)
- My Experience (over the last decade)
- Guided Vanguard's Flagship self-directed investors
- Worked in a small advisory teams responsible for the management of $230M in client assets with MRA Associates (now CAPTRUST)
- Started an independent fee-only advisory practice to offer boutique client solutions
- My Credentials
- Bachelor's in Business Management
- Master's in Personal Financial Planning
- Chartered Financial Analyst, ChFC®
- Certificate in Financial Therapy
- My Experience
- Started in a local mid-sized advisory firm
- Worked with a fortune 500 advisory firm
- Currently working with Snake River Investment Counsel
- Personal: 1% on the first $500K, .25% on anything above $500K (minimum $625 quarterly fee)
- 401(k): .25% charge on plan assets (minimum $625 quarterly fee)
- See ADV For Complete Fee Details
Yes
None. All recommended services or products are free of commission or kick-backs.