Wakker
Finance Advisory
Service
How do
you manage?
How do
you focus?
A strategic
approach
Magnify
Opportunities
Four step
process
Questions
& Answers
The Principal
Contact Us


QUESTIONS and ANSWERS Questions and answers top


Q: Does Your Financial Advisory Service have custody of my assets?
A: No, each client has an account, typically at Fidelity Brokerage. Your Financial Advisory Service is listed as the investment advisor and we are only authorized to make trades in the account, deduct fees, and receive duplicate confirmations.


Q: How is Your Financial Advisory Service compensated?
A: Our clients pay us a quarterly fee based on the total value of their account(s). Since we primarily deal with no-load funds, there are generally no commissions or transactions costs to buy or sell. We are not paid to sell, we are paid to perform.


Q: Is my money liquid?
A: Absolutely. While any equity based investment should be considered long-term in nature, you can liquidate any or all of your money at any time in accordance with settlement terms set forth by industry standards or the fund. It is, however, not recommended that your managed account be your checking account. You would also be best served if you limit yourself to annual withdrawals so that your assets stay aligned with our strategies.


Q: How is Your Financial Advisory Service different from a financial planner?
A: At Your Financial Advisory Service, we have a disciplined investment approach. We have a "market plan" to take advantage of what the market is offering to you now. We are not selling products, we are being paid for performance.




Your Financial Advisory Service can work with your existing CPA or financial advisor. We also provide sub-advisory services to other investment advisors. For more information please contact us.



[ how do you manage? ] [ how do you focus? ] [ a strategic approach ] [ magnify oportunities ]
[ four step process ] [ questions & answers ] [ the principal ] [ contact us ]


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