Broker Check

Become A Client

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Prospective clients can choose to engage with our firm in one of two ways:

1.) Wealth Management and Financial Planning Advisory Service

        Advisory Fee: Based on account size and ranges from .50% to 1.50% annually

2.) Smart$Advice -- Financial Advice Services Only -- [No minimum assets required]

         Subscription Fee: $42 monthly or $500.00 annually to $208 monthly or $2500 annually based on case complexity



By completing the documents below, we’ll get a baseline overview of your current financial condition which will help in determining the next steps we need to take in the client onboarding process.   Once completed, please fax or email to our office and someone will contact you to schedule an initial appointment.

Personal Information Form

Risk Tolerance Questionnaire

Cash Flow and Networth

If you have any questions, please don't hesitate to call or email us at (803) 799-9503 or