FAQ

Frequently Asked Questions

Questions we often receive from prospective clients, or questions we feel you should ask any advisor before working with them.

What does it mean to be a "fiduciary", and why does it matter?

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I manage my own investments, why should I work with an advisor?

Are you an independent firm or are you owned by a brokerage company?

Do you only work with clients living in California?

How do I get started?

Are you an independent firm or are you owned by a brokerage company?

How are you compensated?

How frequently will I meet with my advisor?

What can I expect if I become a client?

Will I have a team or individual advisor?

How long have you been in business?

Where can I find out more about the advisors?

Do you have access to withdraw money from my account?

What types of clients do you work with, and do you have investment minimums?

Do you have access to withdraw money from my account?

What else do I need to know about you?

Do you invest in active or passive investments?

Do you offer access to other services like banking and financing?

What are "Alternative investments" and how are they different?

What is a "core-satellite" investment approach?

What is "tax loss harvesting"?

How should I decide what investment objective I should select for my account?

How often will you review my accounts?

How should I decide what investment objective I should select for my account?

What does your financial planning service entail?

How is your approach to planning different?

What is liability-driven planning?

I feel I'm behind in getting ready for retirement. Is it too late?

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This material including, without limitation, to the statistical information herein, is provided for informational purposes only. The material is based in part on information from third-party sources that we believe to be reliable but which have not been independently verified by us, and for this reason, we do not represent that the information is accurate or complete. The information should not be viewed as tax, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. The views expressed in this report are solely those of the author and do not necessarily reflect the views of Highline Wealth Partners, LLC or any of its affiliates.

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Frequently Asked Questions

What does it mean to be a "fiduciary", and why does it matter?

I manage my own investments, why should I work with an advisor?

Are you an independent firm or are you owned by a brokerage company?

Do you only work with clients living in California?

How do I get started?

Are you an independent firm or are you owned by a brokerage company?

How are you compensated?

How frequently will I meet with my advisor?

What can I expect if I become a client?

Will I have a team or individual advisor?

How long have you been in business?

Where can I find out more about the advisors?

Do you have access to withdraw money from my account?

What types of clients do you work with, and do you have investment minimums?

Do you have access to withdraw money from my account?

What else do I need to know about you?

Do you invest in active or passive investments?

Do you offer access to other services like banking and financing?

What are "Alternative investments" and how are they different?

What is a "core-satellite" investment approach?

What is "tax loss harvesting"?

How should I decide what investment objective I should select for my account?

How often will you review my accounts?

How should I decide what investment objective I should select for my account?

What does your financial planning service entail?

How is your approach to planning different?

What is liability-driven planning?

I feel I'm behind in getting ready for retirement. Is it too late?

Featured Insights

Let's take care of your financial future.