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FREQUENTLY ASKED QUESTIONS

Financial Planning

 Who is your typical client?
 How do I know I can trust your firm?
 What is your typical process?
 Do I need to utilize all three services (Financial Planning, Investment Management, and Alternative Investments) provided by MFA if I want to be a client?


Investment Management

 What are your fees?
 How do I pay?
 How do you invest and what investment products do you use?
 Do you use actively-managed or passively-managed (index) strategies?
 Where are my investments and cash held?
 Is MFA affiliated with TD Ameritrade or Charles Schwab?
 How do I open an account?
 Do you call or email me when you trade?
 Where can I obtain more information about MFA?