We have no fees for the initial and fact-finding conversations. Once we decide to work together, our fees depend on what financial services you require. 

You can open an account with a minimum of $500, but most people start with $5,000. 

Unfortunately, there are no guarantees when it comes to investing in the stock market. Plus, past performances do not guarantee future results, which means past trends are not guaranteed to continue. However, there are financial products that do not have market exposure. 

Yes. Once you open an account and set up a Money Link with your bank, you can make deposits and withdrawals at will. However, you can only withdraw amounts that are available in Cash because your funds may be active in stock positions. If you need to withdraw a higher amount than what’s available, then you can email us a request and we will sell some positions to make the necessary cash available for withdrawal. 

If you have a retirement account, you have the option to instruct us to withhold taxes from your withdrawals. However, you should consult with your tax accountant or CPA as to what amount or percentage to withhold for taxes. Then every year during tax season, you will be able to download a 1099 Form, which you’ll need to file your tax return.