F.A.Q. – Frequently Asked Questions
Question: What does “fee only” mean?
Answer: We do not charge commission, transaction fees or penalties. Our only compensation is the fee our clients pay us based on assets under management.
Question: What is a Fiduciary?
Answer: We are fiduciaries which means we hold the client’s interest first. The client gives us an overview of their objectives, needs, resources and risk parameters and based on this information we act upon a continuous and discretionary basis to invest and manage their assets. We do not sell or broker any investment. As fiduciaries we are on the same side of the table as our clients, always acting in their best interest.
Question: Do you prepare income taxes for your clients?
Answer: No, we do not, but we do assist with tax questions concerning our clients’ accounts, such as realized capital gains/losses or Form 1099 concerns.
Question: How do you perform “Due Diligence” and check out SEC registered investment advisory firms such as Woodard & Company?
Question: What is the recommendation on how often I should meet with an advisor?
Question: How do I make a withdrawal out of my account?
Answer: Please contact our office, 336-998-7000, and we will assist you.
Question: If I want to make a deposit, how do I do that?
Answer: A check made payable to “Fidelity Investments”, our custodian, can be mailed or brought to our office.