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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?
- What documents should I upload ahead of meeting with my advisor?
Offerings
Cost and Fees
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?