Frequently Asked Questions
I often here about “fee based” what does that mean and what am I getting for my fee?
Do you have minimums?
What does your logo represent?
We’re based in the low country and love it. So obviously we needed a logo that symbolized that. The Southern Oak does that perfectly, but it’s more than that. The Oak represents strength and growth, while the River represents movement or flow. This perfectly describes the investment cycle individuals face. The Growth phase of accumulating and growing assets for retirement and the Flow phase of accessing those assets to fund retirement. Few truly understand the intricacies of the Flow phase. We are here to guide you down that river.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: River Oak Partners, LLC is an independent firm and not affiliated with Money Concepts