What does the first meeting cost?

Your initial appointment with Ankerstar Wealth is provided free of charge. If you decide to proceed, we will send you a New Client Form to provide us with basic details and then we will prepare an Investment Policy Statement for your consideration, input, and approval.  This first meeting can be in person, over the phone, or over videoteleconference (Zoom, Facetime, Skype) depending on client preference.