Firestone Capital Management

Q: What does ‘fee-only’ mean? Why is it important?
Q: What’s the difference between an Investment Advisor and a Broker?
Q: What does ‘fiduciary responsibility’ mean?
Q: What kinds of clients do you accept?
Q: Who will I work with once I become a client?
Q: How regularly will you review my portfolio? How often will we meet?
Q: Will you have discretionary authority over my accounts? Will you contact me prior to making any trades?

Q: If I have a 401k account or other accounts with third parties, can you incorporate them in my plan and allocation?
Q: Do you invest in hedge funds or other illiquid assets?
Q: Will I be placed into a model portfolio?
Q: Do you have a minimum account size?
Q: Where will Firestone Capital hold my assets?
Q: Are you affiliated with any banks or broker dealers?
Q: Do you have in-house accountants, attorneys, or insurance specialists?
Q: What’s my next step if I want to explore a relationship with Firestone?