Technical

Questions and Answers

Client Services avatar Paul Grant Truesdell avatar
43 articles in this collection
Written by Client Services and Paul Grant Truesdell

What is Fixed Cost Investing (SM)

Fixed cost investing is the way you should pay for investment management.
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Written by Client Services
Updated over a week ago

What is a fiduciary?

Conflict Free, Loyal, Trustworthy, Appropriate Compensation
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Written by Client Services
Updated over a week ago

Explain what Investment Silos are all about.

Investment Silos are designed to meet your goals and objectives.
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Written by Client Services
Updated over a week ago

What types of accounts do you accept?

Individual, Joint, Trust, IRA, Roth, Corporate, and more.
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Written by Client Services
Updated over a week ago

Is there a minimum amount required to open an account?

No
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Written by Client Services
Updated over a week ago

Is this going to take a lot of time?

No. Your level of engagement is 100% your choice.
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Written by Client Services
Updated over a week ago

How do I fund my account?

In one of three ways.
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Written by Client Services
Updated over a week ago

Do you have a learning center?

Yes.
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Written by Client Services
Updated over a week ago

What is the subscription fee?

$10 per month.
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Updated over a week ago

What is the monthly Investment Silo fee?

$10 per month, regardless of the value of the Investment Silo.
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Updated over a week ago

Do I need a bank account?

Yes.
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Written by Client Services
Updated over a week ago

Are there any other costs?

Yes
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Written by Client Services
Updated over a week ago

What is the cost per trade?

We use a commission-free trading process
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Written by Client Services
Updated over a week ago

Can I open multiple brokerage accounts?

Yes.
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Written by Client Services
Updated over a week ago

Can I move an IRA I have with a bank to TrueStar?

Yes, we accept IRA transfers.
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Written by Client Services
Updated over a week ago

What are your hours of operation?

9 to 5 / Monday - Friday / Florida Time Zone (Eastern)
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Written by Client Services
Updated over a week ago

Guest Consultations and Procedures

Average Length: 15 Minutes
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Written by Client Services
Updated over a week ago

Do you accept securities from another brokerage accounts?

No, we only accept cash transfers.
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Written by Client Services
Updated over a week ago

What is the process to speak with someone?

Schedule a consultation.
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Written by Client Services
Updated over a week ago

How many Investment Silos do you offer?

A lot but it's easy to select what's best for you because of the way we've done it.
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Written by Client Services
Updated over a week ago

Do Stock Silos actually contain individual stocks?

Yes.
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Written by Client Services
Updated over a week ago

Are Stock Investment Silos Separately Managed Accounts (SMAs)?

Although they appear so, the answer is no, they're better.
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Written by Client Services
Updated over a week ago

Do you have a limited number of stocks and ETFs you select from?

No, there are a lot of ETFs and Stock Silos to select from; however, don't worry, it's easy.
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Written by Client Services
Updated over a week ago

I want to drop-in when I want.

We do not have an open-door policy because it does not work.
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Written by Client Services
Updated over a week ago

Is this a Robo-Adviser?

Not one bit.
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Updated over a week ago

I want a generalist rather than a specialist.

Do you need someone to come to the house to change a lightbulb?
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Written by Client Services
Updated over a week ago

Do you utilize mutual funds?

No
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Written by Client Services
Updated over a week ago

Can I make contributions and withdrawals whenever I want?

Yes
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Written by Client Services
Updated over a week ago

Are there any surrender charges for premature distributions?

No.
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Written by Paul Grant Truesdell
Updated over a week ago

How easy is it to transfer an existing brokerage account?

Easy
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Written by Client Services
Updated over a week ago

What are trade-windows?

An innovative and patented way of buying and selling securities.
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Written by Client Services
Updated over a week ago

Will I be contacted before trades are placed?

No
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Updated over a week ago

How often will I receive statements?

Monthly
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Written by Client Services
Updated over a week ago

Do you custody assets?

No
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Written by Client Services
Updated over a week ago

Will I receive trade confirmations with each trade?

Yes.
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Written by Client Services
Updated over a week ago

Who does the performance reporting?

Folio Institutional
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Written by Client Services
Updated over a week ago

Can I sign a check over to TrueStar to fund my account?

No
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Written by Client Services
Updated over a week ago

Do you offer insurance, consumer credit, mortgages, or credit card products?

No
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Written by Client Services
Updated over a week ago

Can I open an account if I live overseas?

Only if you are a United States citizen.
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Written by Client Services
Updated over a week ago

Is there a mobile app?

No
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Written by Client Services
Updated over a week ago

This sounds expensive.

Nope
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Written by Client Services
Updated over a week ago

My advisor charges me based on the value of my account and insists this is a fee, and that you are wrong about fees and commissions.

You advisor is conflicted, wrong, and a dinosaur.
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Written by Client Services
Updated over a week ago

Does it really matter if I save a few percentage points here and there?

All things being equal, those who pay less have more.
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Written by Client Services
Updated over a week ago