How Do I Know My Money Is Secure?
StreamSong Advisors does not hold any of our clients’ assets in custody. All investments are held at an outside custodian. We most frequently use TD Ameritrade and Charles Schwab which are two of the nation’s largest and most secure institutions. We can only rearrange the holdings within the account, and we cannot take anything out of it except for our agreed upon fees.
How Do We Charge?
StreamSong Advisors operates by charging a percentage of the investment balance that we manage for our clients. This percentage decreases as the portfolio grows, and this amount is automatically deducted from the account on a quarterly basis so our clients never have to write a check or worry about managing a bill. StreamSong Advisors always sits on the same side of the client. We do not get paid commissions or kickbacks from any investment products–ensuring our total objectivity.
How Do I Get Started?
It is as easy as setting up an account with one of our recommended custodians, funding the account, and signing the necessary forms that allow us to make trades on your behalf. While most of which can be handled electronically, we are happy to accommodate to your needs and desired level of comfort.
How Can I Access My Account Once It Is Set Up?
Our clients are able to access their accounts in real time by logging onto either TD Ameritrade or Charles Schwab using a personalized, secure login and password. You can view your account through the “Client Access” tab on our site. This will allow you to view trades, positions, cash balances, and any transactions such as dividends and interest.