Wealth Management Page
What does TFB Wealth Management charge to meet with me?
What do I need to bring with me to meet with a TFB Wealth Management Advisor?
What is the core component of TFB’s Wealth Management strategy?
Does TFB Wealth Management require a minimum account size?
Do I have to invest with TFB Wealth Management if I just want financial planning?
What is a fiduciary and why is this important?
Will asset allocation increase or decrease my balance?
Asset allocation does not ensure a profit or protect against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect again market risk.
How often will my wealth advisor reach out to me about my plan?
What are your fees?
How often do I receive statements?
How will my assets be invested?
What if my account loses value?
Will you get me out of the markets if there is a downturn?
Can we review performance?
Will my future results be the same as my past performance?
Past performance does not guarantee future results.