Before I become a client, can Dopkins evaluate my current investments? How much will this cost?
In addition to getting to know you and discussing your personality and objectives, a Dopkins investment advisor has numerous resources to help you determine whether your current holdings are meeting your investment needs. He or she typically asks you to share your current statements, and then compiles a balance sheet that summarizes the nature of your holdings for you. If your existing portfolio is relatively complex, you may also receive a software-based portfolio analysis to help you gain a more in-depth familiarity with your current investments.
Related Questions
- Can we restrict some timekeeper access to client files and other information and basically restrict them to recording time and cost entries?
- Before I become a client, can Dopkins evaluate my current investments? How much will this cost?
- What is the estimated cost of these additional investments in data systems?
