Frequently Asked Questions

Learn more about the ins and outs of our process.

Frequently Asked Questions

Our account minimums vary depending on each individual and their financial profile. Generally, we onboard your total investable assets. Please do not hesitate to inquire. I will always respond.

Absolutely not. Think of an investment advisor like a personal trainer – it just makes it easier to reach your goals. Gimme a call and let’s see if we are a good fit. 

Yes! Our services are available to clients across different regions, supported by virtual consultations and modern communication tools. 

You will receive a document with several pages of data, charts, and information mapping the path needed to take you from your current financial situation to your ideal retirement. You will possess actionable steps to take in order to maximize your chance of laying on the beach while your grandkids refuse to wear sunscreen.  

Value investing is at the core of everything I do and my bread and butter. I believe in buying undervalued stocks at good prices and then holding them for the long-term (“buy and hold”). 

In general (although never certain), when you buy good businesses at good prices, good things happen.

No. Every plan (minus The DocShah Signature Portfolio) is completely bespoke to the individual.

Easily. During the time we discuss your investment objectives and risk tolerance is when you can let me know if you have any specific requests for portfolio structure.

Absolutely. Your plan will be constructed to your comfort level!

Yes. I use powerful financial planning software that provides a comprehensive guide from Point A to Point B, where Point A is your current financial state and Point B is you ignoring your child’s phone calls because you are learning to Hula Hoop in Hawaii. 

Absolutely. We will create a plan to make your dream of being a University of [insert name] Dad & Mom come true. 

I will check in with you around once every six months via either email, telephone, video chat, or in person. 

Note: Whenever there is a material change in your financial situation or future goals, it is your responsibility to inform me so I can make any necessary adjustments to your financial plan or investment strategy.

While I love talking stocks and finance, please refrain from emails/calls seeking explanations for general market activity. Most of it is a distraction/noise and rarely would I deviate from an implemented investment plan because of a macroeconomic report unless I deemed it material. 

I use Charles Schwab & Co. and yes, you will have to open an account with them. Don’t worry if you have assets at other institutions – it’s easy to transfer them over and I will walk you through it. 

No, you will need a CPA and legal team, respectively. 

I thought you’d never ask! Yes, we can. I love getting to know clients on a personal level. Please let me know when you are in my area and I will do the same! 

McDonald’s, duh!

If you have any other questions, please reach out anytime. People have different schedules and I am more than happy to accommodate outside of normal business hours if we plan ahead of time.