Fee-only investment advisors serve clients by offering investment advice and portfolio management in exchange for a pre-determined, mutually agreed upon fee. We charge a percentage of assets under management, aligning our interests with yours.
No. Brokers are licensed to sell securities and are paid a commission based on the volume and type of securities they sell. Any advice that they provide must be incidental to the sale of securities or products.
A fiduciary is required by law to put your best interests first without exception. Brokers are generally not fiduciaries and may not necessarily have YOUR best interests at heart.
By granting discretion you allow Denali the ability to make specific decisions about the purchase and sale of individual securities without first receiving your consent on a trade-by-trade basis.
Your accounts will be held by Charles Schwab & Co, Inc.
Yes. We are licensed as a Registered Investment Advisor and are regulated by the Securities & Exchange Commission (SEC).
Denali does not have the authority to take money out of your account, except with regard to requesting a quarterly fee.
No. We will not custody your money or investments under any circumstance.
Charles Schwab & Co, Inc. will provide you with electronic or printed statements and trade confirmations depending on your preference and you will also receive a quarterly performance report from Denali.
Yes. Contact us and we can assist you in setting up online access to the Schwab Alliance website where you can view your accounts, download statements, or tax documents, and more.
Fee-only investment advisors serve clients by offering investment advice and portfolio management in exchange for a pre-determined, mutually agreed upon fee. We charge a percentage of assets under management, aligning our interests with yours.
No. Brokers are licensed to sell securities and are paid a commission based on the volume and type of securities they sell. Any advice that they provide must be incidental to the sale of securities or products.
A fiduciary is required by law to put your best interests first without exception. Brokers are generally not fiduciaries and may not necessarily have YOUR best interests at heart.
By granting discretion you allow Denali the ability to make specific decisions about the purchase and sale of individual securities without first receiving your consent on a trade-by-trade basis.
Your accounts will be held by TD Ameritrade Institutional.
Yes. We are licensed as a Registered Investment Advisor and are regulated by the Securities & Exchange Commission (SEC).
Denali does not have the authority to take money out of your account, except with regard to requesting a quarterly fee.
No. We will not custody your money or investments under any circumstance.
TD Ameritrade Institutional will send you monthly statements and trade confirmations. You will also receive a quarterly performance report from Denali.
Yes. Contact us and we can setup access to the TD Ameritrade Institutional advisor client website where you can view your accounts.