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How Are You Paid?
We are commission based. There is no fee for meeting with us. Full compensation disclosure found here: How We're Paid
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Do I invest a Lump Sum Amount or Can I Invest on a Monthly Basis?
Both options are available to you. When we meet, we can discuss which option best fits your personal situation.
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Do I have to have a certain amount of investments to work with you?
No, we cater to the family market and many young families are just starting out. For that reason, we haven’t set an investment account minimum to work with us.