Submit your name and email and we will send you a link to update your current risk profile.
From time to time your financial objectives, circumstances, and risk preferences may change, and we may need to adjust your investment strategy to reflect those changed goals and objectives, so that we can more advantageously allocate your hard earned money.
OPEN AN ACCOUNT
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Proposal Tool - Add/Edit Proposal
1 Basic Information2 Short Questionnaire3 Recommendations4 Print Option
We will begin the proposal process by entering some basic information. Please complete the form, and click "Next".
Depending on the programs selected for the proposal, Weatherstone charges between .30% - .95% on all accounts below 1 million dollars. If this proposal will be higher than that amount, please consult with Weatherstone prior to creating the proposal. The total fee the client cannot exceed 1.95%.
You will now answer 4 questions to characterize the investment style of the client. Questions #1-2
You are answering 4 questions to characterize the investment style of the client. Questions #3-4