### Answers to Common Questions Related to Our Advice and Wealth Management Offerings

- [Do I have to commit to becoming a client if I schedule a call?](/content/help/advice-wealth/do-i-have-to-commit-to-becoming-a-client-if-i-schedule-a-call/index.html)
- [What’s Secfi’s approach to investment/portfolio management?](/content/help/advice-wealth/portfolio-management/index.html)
- [What are the fees for wealth management?](/content/help/advice-wealth/what-are-the-fees-for-wealth-management/index.html)
- [Can I move over my 401k account?](/content/help/advice-wealth/can-i-move-over-my-401k-account/index.html)
- [What documents should I upload ahead of meeting with my advisor?](/content/help/advice-wealth/what-documents-should-i-upload-ahead-of-meeting-with-my-advisor/index.html)
- [Where is my money held?](/content/help/advice-wealth/where-is-my-money-held/index.html)
- [Is Secfi a fiduciary?](/content/help/advice-wealth/is-secfi-a-fiduciary/index.html)
- [Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?](/content/help/advice-wealth/why-do-you-need-my-payslips-tax-returns-and-account-statements-before-i-agree-to-work-with-secfi/index.html)
- [How do I cancel/terminate my wealth management service?](/content/help/advice-wealth/terminate-my-wealth-management-service/index.html)
- [Can I hold my account at another brokerage firm and still have it managed by Secfi?](/content/help/advice-wealth/can-i-hold-my-account-at-another-brokerage-firm-and-still-have-it-managed-by-secfi/index.html)
- [Will I have a dedicated advisor who I meet with consistently?](/content/help/advice-wealth/will-i-have-a-dedicated-advisor-who-i-meet-with-consistently/index.html)
- [How often will my Wealth Management fee be calculated and charged?](/content/help/advice-wealth/how-often-will-my-wealth-management-fee-be-calculated-and-charged/index.html)
- [What’s the best way to refer a friend or colleague to Secfi?](/content/help/advice-wealth/whats-the-best-way-to-refer-a-friend-or-colleague-to-secfi/index.html)
- [Can Secfi help me file my taxes?](/content/help/advice-wealth/can-secfi-help-me-file-my-taxes/index.html)
- [Can Secfi help me with estate planning, establishing a trust or college fund for kids, etc?](/content/help/advice-wealth/can-secfi-help-me-with-estate-planning-establishing-a-trust-or-college-fund-for-kids-etc/index.html)
- [I live outside the US, can I be a client?](/content/help/advice-wealth/i-live-outside-the-us-can-i-be-a-client/index.html)
- [What is the difference between Secfi and a traditional Financial Advisor?](/content/help/advice-wealth/what-is-the-difference-between-secfi-and-a-traditional-financial-advisor/index.html)
- [How will fees be calculated if both me and my partner want advice or wealth management?](/content/help/advice-wealth/how-will-fees-be-calculated-if-both-me-and-my-partner-want-advice-or-wealth-management/index.html)
- [How can you help advise me on my stock options?](/content/help/advice-wealth/how-can-you-help-advise-me-on-my-stock-options/index.html)
- [How can/should I include my partner in the process?](/content/help/advice-wealth/should-i-include-my-partner-in-the-process/index.html)
- [Am I a good fit to work with Secfi for financial advisory services?](/content/help/advice-wealth/am-i-a-good-fit-to-work-with-secfi-for-financial-advisory-services/index.html)
- [How do I transfer money over for you to manage it?](/content/help/advice-wealth/how-do-i-transfer-money-over-for-you-to-manage-it/index.html)
- [There are a bunch of different tools, and I'm not sure where to connect my accounts and which one to use for what. When/why should I use each one?](/content/help/advice-wealth/there-are-a-bunch-of-different-tools-and-im-not-sure-where-to-connect-my-accounts-and-which-one-to-use-for-what.-what-is-my.secfi.com-for-what-is-right-capi-1697033865864/index.html)
- [How can I pay my quarterly Wealth management fee?](/content/help/advice-wealth/how-can-i-pay-my-quarterly-wealth-management-fee/index.html)
- [What do I do if I want to transfer more money over later?](/content/help/advice-wealth/what-do-i-do-if-i-want-to-transfer-more-money-over-later/index.html)
- [I’ve heard about tax loss harvesting & backdoor roths. Is that something you can do for me?](/content/help/advice-wealth/ive-heard-about-tax-loss-harvesting-backdoor-roths.-is-that-something-you-can-do-for-me/index.html)
- [Why do I need to do additional(two) KYC checks?](/content/help/advice-wealth/why-do-i-need-to-do-additionaltwo-kyc-checks/index.html)
- [How often will I meet with my advisor?](/content/help/advice-wealth/how-often-will-i-meet-with-my-advisor/index.html)
- [How do you make money?](/content/help/advice-wealth/how-do-you-make-money/index.html)
- [Can Secfi deny my application/request or close my account?](/content/help/advice-wealth/can-secfi-deny-my-application-request-or-close-my-account/index.html)
- [How can I be certain that my brokerage account statements are accurate if you are both the custodian of my account and the adviser of my investments?](/content/help/advice-wealth/how-can-i-be-certain-that-my-brokerage-account-statements-are-accurate-if-you-are-both-the-custodian-of-my-account-and-the-adviser-of-my-investments/index.html)
- [What is the value of having an ongoing financial advisor?](/content/help/advice-wealth/what-is-the-value-of-having-an-ongoing-financial-advisor/index.html)
- [Is there a minimum to be a wealth client?](/content/help/advice-wealth/is-there-a-minimum-to-be-a-wealth-client/index.html)
- [Why should I connect my accounts, even the ones that Secfi doesn’t manage?](/content/help/advice-wealth/why-should-i-connect-my-accounts-even-the-ones-that-secfi-doesnt-manage/index.html)
- [What if I want to withdraw some of the money you’re managing for me? How does that work?](/content/help/advice-wealth/what-if-i-want-to-withdraw-some-of-the-money-youre-managing-for-me-how-does-that-work/index.html)