What type of authority will Clint and Mark and Beacon Hill Investment Advisory, LLC have over my accounts?
As your Columbus, Ohio based Registered Investment Advisor firm, we will have the authority to: 1. Make transactions in your Scottrade account in order to allocate your investments according to your financial plan and the Investment Policy weve created for you; 2. Request a check be sent directly to you, or a transfer be made to a like named account. No funds can be withdrawn or transferred out in any other name except for your own. For example, our preferred broker will not send a check to John Doe (or Beacon Hill) at our request, but they will send one to you at our request. 3. Deduct management and investment advisory fees from your accounts per our Discretionary Agreement and Fee Schedule. 4. View online, monitor and maintain, and discuss your accounts directly with you.
