FAQ

Click each question to reveal the answer


What do you charge for an initial consultation?


Is your wealth management program for everyone?


What is your account minimum?


Why do you have an account minimum?


Do I have to move my investments to you to work with you?


What are your fees?


Will you work on a commission-basis rather than on a fee-basis for my investments?


Are you a fiduciary?


What does Palmetto Coast do to safeguard my money?


Why do I need an advisor? Can't I just do it on my own?


Why do you limit the number of clients you work with?