SafetyZone CORE

Programas y Membresia

Se parte de ELITE-CORE y disfruta los diferentes beneficios y descuentos que te ofrece el programa.

50/points

250/points

350/points

SOLO EMPRESAS

mes10.5K/points

Como logro los puntos?: An Investment Advisor is a professional that works for you to create an investment portfolio that is best suited to meet your individual needs. Not all Investment Advisors are created equal. It is important to choose an Investment Advisor who can meet your needs and deliver solid returns.
Cuanto dura mi Status?: You will continue to receive trade confirmations directly from Schwab, TD Ameritrade, or another custodian of your choice, as you do now when a trade is made in your account. You will also continue to receive regular account statements from Schwab, TD Ameritrade, or another custodian.
Puedo tener beneficios en otras empresas?: We have no conflicts of interest that could adversely affect your portfolio performance. Unlike many brokers and other financial advisors, we receive no compensation from brokerages or mutual fund companies for investing in their funds. Our goal is to find the best investments to meet your objectives.

Cuando puedo redimir u obtener beneficios?: Quarterly management fees are withdrawn from the account on a quarterly basis. This method of payment eliminates any “out-of-pocket” expense for our services. Quarterly management fees can also be charged to a credit card or paid by check if desired.
Que es la Red CORE?: Currently our minimum account size is $200,000 (for non-401k accounts), although under some circumstances we will accept accounts less than $200,000. More important, however, than satisfying a minimum account size criteria, we are looking for long-term client relationships.
Si actualizan beneficios, puedo acceder a ellos?: There is never any obligation to stay with our program. So in the unlikely event that you are not completely satisfied, you may terminate the relationship at anytime by notifying us immediately.