Q: Are you taking new clients? A: Yes.
There are some questions you may feel uncomfortable asking us. We assure you, however, we are comfortable answering any question. We've taken the liberty of answering a few of the most common questions we get:
Drowos Wealth Management Group has added financial and service professionals to the team for the dual purpose of better serving existing clients and enabling our group to take on new client relationships Q: Do you have a minimum account size? A: No.
From young professionals and families building a nest egg to retirees to ultra-high net worth families and institutions, we have the people, ability and expertise to help. Q: What does it cost to have an initial consultation or portfolio review? A: Initial consultations are complimentary.
We do not bill on a per-minute, per-hour or per-meeting basis. We look forward to scheduling an initial consultation with you to show how we can be of service to you and your family. Q: Well then, how do you make money? A:
Our clients traditionally pay a transparent quarterly fee based upon the assets we manage for them1
. Q: Do you file tax returns or draft legal documents like wills and trusts2? A: No.
We do not provide tax or legal advice, but we will gladly work closely with your tax and legal professionals to help ensure your money is working efficiently and effectively for you at all times. Q: Can I really call you if I have financial questions outside of my investment accounts with you? A: Absolutely.
We advise clients on matters such as insurance, liabilities management, your corporate/executive retirement plan(s) and more. Q: Speaking of retirement plans, can I just move my current 401(k) account to you? A: No
, if you are currently employed, your current plan account must remain with the existing provider. We do, however, have professionals who can provide a review of your company's plan and offer alternative options to employers and/or plan sponsors. Q: This sounds great, but I have more questions. What do I do now? A: Call us at 800-327-0516 or 561-338-8086 to make an appointment today.
1 Fees for Advisory programs include Advisory services, performance measurement,transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
2 Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.