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?


Do I have to invest my money 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?