Advice & Wealth
Answers to common questions related to our advice and wealth management offerings.
35 articles
- Do I have to commit to becoming a client if I schedule a call?Article · Advice & Wealth
- What’s Secfi’s approach to investment/portfolio management?Article · Advice & Wealth
- What are the fees for wealth management?Article · Advice & Wealth
- Can I move over my 401k account?Article · Advice & Wealth
- What documents should I upload ahead of meeting with my advisor?Article · Advice & Wealth
- Where is my money held?Article · Advice & Wealth
- Is Secfi a fiduciary?Article · Advice & Wealth
- Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?Article · Advice & Wealth
- How do I cancel/terminate my wealth management service?Article · Advice & Wealth
- Can I hold my account at another brokerage firm and still have it managed by Secfi?Article · Advice & Wealth
- Will I have a dedicated advisor who I meet with consistently?Article · Advice & Wealth
- How often will my Wealth Management fee be calculated and charged?Article · Advice & Wealth
- What’s the best way to refer a friend or colleague to Secfi?Article · Advice & Wealth
- Can Secfi help me file my taxes?Article · Advice & Wealth
- Can Secfi help me with estate planning, establishing a trust or college fund for kids, etc?Article · Advice & Wealth
- I live outside the US, can I be a client?Article · Advice & Wealth
- What is the difference between Secfi and a traditional Financial Advisor?Article · Advice & Wealth
- How will fees be calculated if both me and my partner want advice or wealth management?Article · Advice & Wealth
- How can you help advise me on my stock options?Article · Advice & Wealth
- How can/should I include my partner in the process?Article · Advice & Wealth
- Am I a good fit to work with Secfi for financial advisory services?Article · Advice & Wealth
- How do I transfer money over for you to manage it?Article · Advice & Wealth
- There are a bunch of different tools, and I'm not sure where to connect my accounts and which one to use for what. When/why should I use each one?Article · Advice & Wealth
- How can I pay my quarterly Wealth management fee?Article · Advice & Wealth
- What do I do if I want to transfer more money over later?Article · Advice & Wealth
- I’ve heard about tax loss harvesting & backdoor roths. Is that something you can do for me?Article · Advice & Wealth
- Why do I need to do additional(two) KYC checks?Article · Advice & Wealth
- How often will I meet with my advisor?Article · Advice & Wealth
- How do you make money?Article · Advice & Wealth
- Can Secfi deny my application/request or close my account?Article · Advice & Wealth
- How can I be certain that my brokerage account statements are accurate if you are both the custodian of my account and the adviser of my investments?Article · Advice & Wealth
- What is the value of having an ongoing financial advisor?Article · Advice & Wealth
- Is there a minimum to be a wealth client?Article · Advice & Wealth
- Why should I connect my accounts, even the ones that Secfi doesn’t manage?Article · Advice & Wealth
- What if I want to withdraw some of the money you’re managing for me? How does that work?Article · Advice & Wealth