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FREQUENTLY ASKED QUESTIONS

Please click the questions below to discover the answers.

HOW ARE YOU COMPENSATED?
WHERE DOES AN ADVISOR PROVIDE THE MOST VALUE?
WHAT IS YOUR INVESTMENT PHILOSOPHY?
WHAT DO I NEED FOR THE FIRST MEETING?
WHAT CAN I EXPECT AS A FULL SERVICE WEALTH MANAGEMENT CLIENT?
ARE YOUR FEES COMPETITIVE?
WHAT IS A REGISTERED INVESTMENT ADVISOR?
WHY IS IT SO HARD TO DIFFERENTIATE BETWEEN FINANCIAL ADVISORS?
WHY IS BEING A COMPREHENSIVE ADVISOR SO IMPORTANT?
ARE YOUR FEES DEDUCTIBLE?
HOW MUCH DOES A STAND-ALONE FINANCIAL PLAN COST?
ARE YOU ASSOCIATED WITH MALLARD FINANCIAL PARTNERS IN NEWARK?

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