FAQ

Frequently asked questions

WHAT IS FEE-ONLY?


As opposed to fee-based, fee-only means Sandifer Wealth Management is only compensated through our asset management and advisory fee. We do not receive commissions nor third-party payments for the sale of financial products or securities transactions. This aligns our interest with our clients' goals and avoids many potential conflicts of interest.




DO YOU HAVE ACCOUNT MINIMUMS?


We have an account minimum stated in our ADV, but more important than account size is that the clients we serve are committed to becoming financially independent.




WHERE DO YOU GET YOUR INVESTMENT RESEARCH?


Our independence allows us to obtain market research from many industry leaders, including proprietary research and insight from our custodian Raymond James.




HOW OFTEN DO YOU REVIEW MY INVESTMENTS?


As part of the Strategic Wealth Management Process, we review your investment holdings on an on-going basis and will periodically re-balance your accounts throughout the year to maintain your established asset allocation in accordance to your risk profile.