How do I find Fair Market Value (FMV) or 409A in Carta?

How do I enter my equity details in Secfi if I use Carta?

What details do I need to provide for Secfi in equity verification?

How to upload your Equity Incentive Plan, Share certificate or Notice of Stock Options Award from Carta?

How do I find the Fair Market Value (FMV) for my previously exercised options on Carta?

How do I add my equity (ISO, NSO, RSU) details?

What type of stock grants do I have?

How do I find Fair Market Value (FMV) or 409A in Shareworks? 

How do I disconnect my account from Carta?

How do I add a share grant?

How do I link my Carta account to add my equity?

I have exercised all my options. Why do I still need to enter my vesting and exercise details?

How do I find my equity details in Carta to add an equity grant?

How do I enter my equity details in Secfi if I use Shareworks?

How do I find my equity details in Solium from Shareworks to add an equity grant?

How do I edit my equity details on Secfi?

How do I remove a company from my list of assets?

Equity and shares

Which product is right for me — Secfi Financing or a Secondary sale?

What are the eligibility requirements for Secfi's financing services?

What goes into your total financing cost with Secfi?

I have a deadline coming up. How can I expedite my request?

When will I hear back about my financing request?

Does my company need to approve Secfi Financing?

Can I write off Secfi fees on my taxes?

How Secfi financing works – our business model explained

Will Secfi buy my stock?

My company was added to the Secfi waitlist. How can I get the company approved?

How do I request financing to exercise my stock options?

Financing

Will my company allow me to sell my shares?

What are Secfi's fee for a secondary sale?

How long will it take to sell my shares?

What is Secfi’s role in the process?

How much can I expect to sell my shares for?

Is there a minimum transaction amount for a secondary sale?

Secondary sale

Do I have to commit to becoming a client if I schedule a call?

What’s Secfi’s approach to investment/portfolio management?

What are the fees for wealth management?

Can I move over my 401k account?

What documents should I upload ahead of meeting with my advisor?

Where is my money held?

Is Secfi a fiduciary?

Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?

How do I cancel/terminate my wealth management service?

Can I hold my account at another brokerage firm and still have it managed by Secfi?

Will I have a dedicated advisor who I meet with consistently?

How often will my Wealth Management fee be calculated and charged?

What’s the best way to refer a friend or colleague to Secfi?

Can Secfi help me file my taxes?

Can Secfi help me with estate planning, establishing a trust or college fund for kids, etc?

I live outside the US, can I be a client?

What is the difference between Secfi and a traditional Financial Advisor?

How will fees be calculated if both me and my partner want advice or wealth management?

How can you help advise me on my stock options?

How can/should I include my partner in the process?

Am I a good fit to work with Secfi for financial advisory services?

How do I transfer money over for you to manage it?

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?

How can I pay my quarterly Wealth management fee?

What do I do if I want to transfer more money over later?

I’ve heard about tax loss harvesting & backdoor roths. Is that something you can do for me?

Why do I need to do additional(two) KYC checks?

How often will I meet with my advisor?

How do you make money?

Can Secfi deny my application/request or close my account?

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?

What is the value of having an ongoing financial advisor?

Is there a minimum to be a wealth client?

Why should I connect my accounts, even the ones that Secfi doesn’t manage?

What if I want to withdraw some of the money you’re managing for me? How does that work?

Advice & Wealth

How does Secfi handle my information and data on their website?

Privacy

I'd like to speak with someone at Secfi

How do I delete my account?

Account

This fee is charged quarterly and is variable based on the complexity of your planning needs but starts at $1,800/quarter and includes the first $1M of managed investments. Beyond $1M, the following fee schedule applies.

First $1M 0.00% Following $1M - $5M 0.65% Over $5M 0.45%

The AUM fee is calculated based on the total value of the investments that we manage for you.

This fee structure ensures that our interests align with your financial success, as our fee is based on the growth of your portfolio.

We do not charge commissions, impose hidden fees, or receive compensation from any other source. Our aim is to provide you with a fair, transparent, and equitable fee structure for our wealth management services.

Our fee structure is designed to be transparent and straightforward. It consists of two components: a planning fee & an AUM fee.