Who do you work with and what does your typical client look like?
Our mission is to help ordinary individuals, families, small business owners, nonprofit and philanthropic organizations seeking wealth accumulation and management advice who may not meet net worth or account minimum requirements at larger, more traditional wealth management firms. Having said that, we will always do our best to help anyone whose needs fall within our areas of expertise.
How much do your services cost?
Our discovery discussion is a no-charge, 30-minute session to identify your needs, goals, expectations, resources, and experience involving wealth management. Subsequent consultation and service fees are $90 per hour billed in half-hour increments @ $45 each. (Fees at other wealth management firms can approach $200 per hour, or more.)
If accounts are managed under an Advisory Agreement, our fee is 0.5% annually and is not assessed until account value exceeds $25,000. (At most other firms, this low fee is only available for accounts exceeding $1,000,000 with lesser value accounts charged between 1.0% and 2.0% annually.)
How often will you be in contact with me?
Whenever you feel the need for advice in a particular area, we will be there for you. If your investment account is managed under our Investment Advisory Agreement, we will meet with you at least quarterly to discuss your account, progress toward your goals, and any changes that may be needed. Rest assured that quarterly meetings does not mean that your account is not being looked after daily!
How long am I committed to working with you?
As long as you are comfortable with our services, and you may terminate our advisory relationship at any time with a simple email notice.
DISCLAIMER: All content on this website is for informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. While we constantly strive to maintain an accurate, up to date and informative website, all information, materials, and statements on this site are subject to change without notice. As such, no reliance should be placed on the ongoing accuracy, completeness, or correctness of site content. Nothing contained on this site constitutes a solicitation, recommendation, endorsement, or offer by Red Hawk Prosperity Partners to buy or sell any securities or other financial instruments. Registration is a regulatory requirement and does not imply an elevated level of skill or qualifications.
