Wealth Advisor
Carlos G Mejia
Background & Experience
To Get Started, You Can:
How We Can Help You
1) For companies & individuals, we assist clients in reviewing and managing retirement plan assets which include 401ks, IRA’s and other retirement vehicles.
2) For individuals & estates, we will provide personalized portfolio management designed to cater to each client’s unique needs.
3) For companies & institutions, we provide benchmarking tools for retirement plans to ensure fees are reasonable and investment options are best in class. These services also include 3(21) co-fiduciary monitoring on your plan (as defined by ERISA) where we will share & therefore minimize your company fiduciary liabilities. We will create & monitor all the necessary documentation as it relates to annual activity reviews of the plan in order to keep the plan in compliance.
Let’s connect and see how best we can help you.
To Get Started, You Can:
How We Can Help You
1) For companies & individuals, we assist clients in reviewing and managing retirement plan assets which include 401ks, IRA’s and other retirement vehicles.
2) For individuals & estates, we will provide personalized portfolio management designed to cater to each client’s unique needs.
3) For companies & institutions, we provide benchmarking tools for retirement plans to ensure fees are reasonable and investment options are best in class. These services also include 3(21) co-fiduciary monitoring on your plan (as defined by ERISA) where we will share & therefore minimize your company fiduciary liabilities. We will create & monitor all the necessary documentation as it relates to annual activity reviews of the plan in order to keep the plan in compliance.
Let’s connect and see how best we can help you.