Your questions, answered

We are a fee-based firm, meaning our fees may be an hourly rate, project fee, monthly retainer fee, or a percentage of assets under management we handle on your behalf. Some insurance products (e.g., term life insurance) may also provide a commission. In most cases, we operate under a percentage of assets under a management arrangement.

Our firm works with a variety of personalities at different stages in their financial journey. From young professionals building wealth, to families planning for college and retirement, to retirees managing their wealth and small businesses planning for growth, our firm is a trusted advisor to help each client achieve their definition of success.

Communication is a core value for our firm. We designed our communication schedule, so clients are touched at least every six weeks via our seasonal newsletter (Detalus FORUM) and quarterly market updates. Furthermore, as a firm, we will provide periodic updates as economic, geopolitical, or market events warrant. Additionally, your advisor keeps a keen eye on your portfolio and financial plan and will contact you periodically to provide status updates and advice. Of course, you may contact your advisor anytime if you have questions or if something has changed with your situation. Check out our blog, and follow us on Twitter, LinkedIn, and Instagram.

In a word - familiarity. Our advisors hold their client relationships in high regard. While the relationship is about meeting your financial goals, you can expect your advisor to develop a closeness and knowledge about your situation that results in portfolio management that truly is catered to you. This familiarity spills over into our allocation process. We aren’t just looking for the funds with high performance; we get to know those managers on a personal level. The numbers speak for themselves, but sharing common experiences and a true passion for success sets our level of client service apart.

Continuing education is a critical element of our service delivery. Our advisors hold the required industry licenses, along with insurance licenses and various certifications, such as the Accredited Investment Fiduciary®️️️ (AIF®️️️), Accredited Wealth Management Advisor^SM (AWMA®️️️), Chartered Retirement Planning Counselor^SM (CRPC®️️️), and CERTIFIED FINANCIAL PLANNER^TM (CFP®️️️).

Pershing LLC performs execution, trading and clearing services for Detalus. Pershing has a long history of providing world-class financial business solutions and the company’s financial strength provides the first layer of protection for your assets (click HERE to learn more). While financial strength won’t protect you from loss due to market fluctuations, our internal controls and regulatory supervision ensure that your assets are safe.

Reporting is an essential part of our business. Our clients have access to secure, online platforms through Advyzon (performance reporting), Pershing (custodial statements), and Right Capital (financial planning).