Transferring Assets is Easier Than You Think
In my experience, most people are reluctant to speak to a new advisor. Often, the hesitation is rooted in logistics: the obligatory transition process involving opening accounts and selling their assets sounds daunting. As part of our Hillfolio service level, we’ve built out a sweet start-to-finish process of setting up an account, approving asset transfers, and, most importantly, setting up a monthly contribution. It generally takes about 25 minutes – less time than it takes to watch an episode of your favorite Netflix show. You can set up your account securely and seamlessly from your phone or with a couple clicks of your computer mouse. We are always here to make this process feel effortless for you, every step of the way.
The process boils down to these 4 simple steps
- Answer a few straightforward questions so we can understand your current situation and future goals,
- Choose the account(s) you want to open,
- Electronically sign a form that gives us permission to transfer your assets into a low cost globally diversified portfolio of nearly 13,000 companies,
- Set up a monthly contribution that aligns with your budget and goals,
No paper. No 800 numbers. No sales gibberish. No hidden fees. We’ll also set you up with our app so you’ll get a notification when we rebalance your portfolio (at no extra charge).
Ready to talk? Just pick a time on this calendar.