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?

Do I have to invest my money with you?

How do you charge?

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?