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LGK Wealth Management's FAQ

LGK Wealth Management's FAQ

At LGK Wealth Management we know that there are many questions surrounding investments, advisors, and the industry in general. We've compiled a list of frequently asked questions as well as some that we feel you should know the answers to. If you have any additional questions don't hesitate to contact our office. As always, we're here to answer your questions and to provide you with sound investment advice.

Why should I hire a financial advisor?
Who are your ideal clients?
How is my financial advisor paid?
How often should I see my advisor?
If I live in another city can you still be my advisor?
Is my personal and financial information kept confidential and secure?
Is there a minimum account size required to hold a portfolio with LGK Wealth Management?