FAQ
Frequently Asked Questions
Answers to the questions Trellis Advisory LLC hears most often from new customers.
01
What services do you offer?
What services do you offer?
We provide financial planning, investment management, and tax advisory services tailored to your needs.
02
How do you determine your fees?
How do you determine your fees?
Our fees are based on the complexity of the services required and are clearly outlined in our proposal.
03
Do you serve clients outside of California?
Do you serve clients outside of California?
Yes, we offer remote consultations and can serve clients across various states.
04
What is the typical timeline for seeing results?
What is the typical timeline for seeing results?
While some strategies may show short-term results, others are long-term in nature; we will discuss timelines during our consultations.
05
What is included in your services?
What is included in your services?
Our services include personalized financial planning sessions, regular investment monitoring, and tax consultation, excluding external investment management fees.
06
What are your advisors' qualifications?
What are your advisors' qualifications?
Our advisors hold industry-recognized credentials and have years of experience in financial management.
07
What is your cancellation policy?
What is your cancellation policy?
Clients may cancel services at any time with written notice; however, fees for completed work may apply.
08
How do I get started with your services?
How do I get started with your services?
Contact us to schedule an initial consultation where we can assess your needs and outline the next steps.
Still have questions?
Reach out to the Trellis Advisory LLC team and we'll get back to you promptly.
Contact Us