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Advice & Wealth

Advice & Wealth

Answers to common questions related to our advice and wealth management offerings.

Advisory & Wealth General

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

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

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

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

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

Is Secfi a fiduciary?

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

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

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

How do you make money?

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Offerings

Can Secfi help me file my taxes?

What unique investment opportunities are available with Secfi?

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

How can you help advise me on my stock options?

Cost and Fees

What will it cost if I just have 1 or 2 questions?

What are the fees for wealth management?

Is there a minimum to be a wealth client?

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

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

How can I pay my quarterly Wealth management fee?

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Wealth Management Overview

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

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

Can I move over my 401k account?

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

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

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?

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?

Where is my money held?

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

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?

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

How do I cancel/terminate my wealth management service?

How often will I meet with my advisor?

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

What is the value of having an ongoing financial advisor?

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