Frequently Asked Questions
Q: How can I set up a free consultation with an investment advisor?
Q: What should I expect during the financial planning process?
- Establish your goals and gather your data
- Analyze and evaluate your financial status
- Develop your plan and evaluate your alternatives
- Implement the plan
- Monitor your plan and make changes as needed
Q: How is RPA Wealth Management compensated?
The Investment management fees are calculated as an annual percentage of the assets we manage on your behalf. The fees, paid quarterly, are set at an annualized rate.
Financial planning fees are calculated based on complexity of your plan.
Q: Do you guarantee a rate of return for my investments?
Q: Who has access to my money when I hire you to manage it?
Client assets are held at Charles Schwab in an account registered in your name and social security number, or a tax identification number for trust accounts.
We never take physical custody or possession of client assets.