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What are your methods of analysis, investment strategies risk of loss?
When we are engaged to provide investment advice, we will first gather and consider several factors, including: 1) Current financial situation and need. 2) Interim and long‐term goals and objectives. 3) Level of investment knowledge. 4) Tolerance or appetite for risk. 5) Reasonable investment restrictions involving your portfolio. Crystal Brook Advisors generally employs what we…
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Are there performance based fees and side by side management?
No. Our firm’s advisory fees will not be based on a share of capital gains or capital appreciation (growth) of any portion of managed funds, also known as performance‐based fees. Our fees will also not be based on side‐ by‐side management, which refers to a firm simultaneously managing accounts that do pay performance ‐ based…
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What is a Custodian UTMA/UGMA plan?
Accounts opened for benefit of the minor. Minor is the primary account holder. The Custodian (adult) is the secondary account holder. Only the Custodian signs. Only one minor and one custodian per account. The current Custodian can complete a Successor Custodian form which would name the next Custodian on the account. It is encouraged that…
