Frequently asked questions include:
How are we compensated?
We will customize a compensation arrangement for each client based on services needed. All compensation arrangements will be discussed in the initial discovery phase. Because we focus only on higher net worth clients, our compensation is extremely competitive.
Can I still work with my existing advisers?
Of course. It is not our goal to eliminate any competent member from your wealth management team. In the discovery analysis, we have a section dedicated to adviser assessment which allows you to assess your current relationships and prioritize the ones that are important to you.
Do you charge a fee on all my assets?
No, only on the assets we manage. Our philosophy is to receive proper compensation for the success of our endeavors. Where we add no value, we receive no compensation.
I have an existing estate and tax minimization plan that I have spent a great deal of money on - how can Global Financial Private Capital (GFPC) improve upon my existing plan?
We have found that in most cases there is an existing weakness in your overall plan. This is uncovered during the discovery process.
As a client you have nothing to lose by allowing us to asses your current situation. What is the worst thing that can happen? You will become more educated on your current situation and have an opportunity to reassess your goals. Our company has the most to lose in the discovery phase. We invest much money and time into this initial assessment. Obviously, this is a valuable service, or we would just lose money. It never hurts to review your current situation.
|
