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Frequently Asked Questions
- How are you different from other financial advisors?
- How much does investment management cost?
- How much do hourly planning services cost?
- How and when do I pay the investment management fee?
- How and when do I pay the hourly fees?
- How long does it take to create a financial plan?
- Can I call with financial planning questions as they arise?
- Do you hold my assets? How do I know you won’t take my money?
- Why did you choose Fidelity as custodian?
- What if I want to end the investment management relationship?