Q: Why Coffeehouse Capital?
A: Coffeehouse Capital was founded with the mission to provide independent fiduciary advice.
Q: What is a fiduciary advisor?
A: A fiduciary advisor is a person or firm that is held to a higher standard of care and is required to put clients best interest first at all times.
Q: Fee-only vs Fee-based vs Commission-based, what's the difference?
A: Commission and Commission & fee advisors receive compensation from clients, but also from other sources such as specific financial products they sell. Fee-Only advisors or firms offer advice and are compensated by the client directly for their services.
Q: Do you offer virtual meeting?
Q: Do you offer services outside of California?
A: Yes, via virtual meeting.
Q: Are there any financial planning and investment minimums?
A: No investment minimums. We believe financial planning is important at all stages of life.