FAQ
Frequently Asked Questions
What is a fee-only financial advisor?
What is a fee-only financial advisor?
As a fee-only advisor, the only compensation Ametrine receives is what our clients pay us directly for the services they receive. There are no commissions, no kickbacks, and no products that we are trying to sell. We provide clients with full cost transparency, as it enables us to be in full alignment with our clients’ best interests.
What is a fiduciary?
What is a fiduciary?
A fiduciary has the LEGAL obligation to always put the clients’ interest ahead of their own and disclose any possible conflicts of interest. Not all advisors are fiduciaries; they simply fulfill the “suitability” requirement, meaning they just have to make sure their recommendations are “suitable” given the client’s age, goals, resources and risk tolerance.
Can I work with you if I don’t live in Michigan?
Can I work with you if I don’t live in Michigan?
Yes! We are able to work with clients living anywhere in the US, as well as US citizens living overseas, as long as they have a US non-PO Box mailing address.
Why do I need a financial advisor?
Why do I need a financial advisor?
Many clients we’ve worked with are fully capable of researching financial planning and investment strategies on their own. However, most people don't have the time (or desire) to sort through all of the information available and have the assurance they're taking the best course. We hold clients accountable to implement plans, ensuring financial planning doesn't fall to the backburner.
How do I know if Ametrine Wealth is the best fit for me?
How do I know if Ametrine Wealth is the best fit for me?
Schedule a free, no-pressure consultation. You can also check out our videos and posts on Instagram and to see if we might be a good personality fit for you.
What can I expect during an initial consultation?
What can I expect during an initial consultation?
The initial consultation can really go however you want it to go. Typically we like to take the time to listen and learn about you, what you are looking for in a financial advisor and what you hope to achieve financially and in life. This is also your opportunity to ask us any and all questions you have. If you would like to send us any financial statements or other information ahead of time to review and give you our thoughts, we are happy to do so, but certainly not a requirement.
Wealth Management
Services Include Investment Management & Financial Planning
There is no charge for an initial consultation. Fees are assessed on a quarterly basis in arrears based on a percentage of assets under management. The minimum fee for this service is $1,250 per quarter. If your assets are currently below $500,000, we recommend starting with our One-Time Financial Plan option.
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One-Time Financial Plan
You will receive a comprehensive written report with tailored recommendations and actionable steps. The cost of this service ranges from $2,000 to $10,000 based on the complexity of your financial situation.
Payment is divided into two installments, with half due upfront and the remaining half upon plan delivery.
Upon completion, if you would like to continue on with us as a Wealth Management client for ongoing financial planning and investment management, your initial fee for the One-Time Financial Plan will be credited towards the first year's Comprehensive Financial Planning fee.