We recognize that it’s hard to turn over your portfolio to someone you really don’t know. That’s made more difficult when an advisor has a ”ready, fire, aim” investment approach.
That’s why Vintage offers a planning process that allows us to get to know you and you to get to know us. So the first stage of our planning process is that we earn your trust the best way possible … slowly and carefully.
The first step is an initial interview where you can see if Vintage makes sense for you. There’s no cost or obligation. You can come prepared with our completed questionnaire or just come in with a list of questions.
Next we like to prepare a financial plan so that we understand your situation and goals thoroughly. We may uncover areas in estate planning, insurance coverage or tax planning that should be addressed in addition to the investment plan. Our Financial Sourcebook plan costs $500 if you opt not to become a client and we’ll even waive the fee if you decide to continue with us.
Our annual investment management fee is only ¼% per quarter (or less) and there are typically only nominal transaction costs in setting up your portfolio. You’ll get a chance to see if we earn our fee as you go along without the high upfront costs charged by many financial firms.
Just give us a call, drop us an e-mail or complete our contact form and we’ll arrange a time to meet. And, if you’d like, we even make house or office calls in many areas.
Are you a good fit for Vintage? Answer a few questions to find out now.