Conrad Seastrunk, Florence Financial Advisor, Florence Financial Planner, Florence fee only financial planner,

Here Is Our Approach To Providing

You With Investment Advisory Services.

 

 

In the beginning, I will meet with you to develop an investment strategy that is consistent with your financial planning goals.

 

We will then agree to the written “Investment Policy Statement” which establishes a clear understanding between us as to the investment objectives and policies applied to your investment portfolio. Please note that there is a distinction between an investment objective and a guaranteed investment result and that investment results cannot be guaranteed.

 

Our Investment Advisory Agreement describes our advisory relationship and my firm’s investment practices that apply to you. It also gives us the discretionary authority to buy and sell investments on your behalf.

 

We have chosen Fidelity Investments to be the custodian for our client accounts. Fidelity is well respected, and your accounts are insured by the SIPC and other insurers up to 100 million. Fidelity will send to you monthly statements that will show the value of your accounts and transactions.

 

My firm will send you a report each calendar quarter that will show the value of your accounts, your accounts’ performance, and other account-related information. The report will show all our fees deducted from your accounts. In the meantime, you can access your accounts online through eMoney.

 

How You Will Pay for Services and Products

 

 

 

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