Q: Who has custody of the accounts?
A: You have full custody of your assets.
Fidelity Institutional Brokerage Group is our recommended independent custodian for your investment assets. We have negotiated a preferred pricing arrangement with Fidelity on behalf of our advisory clients to include:
OneSource Retirement Advisors receives no compensation from Fidelity. We act solely on your behalf as your Investment Advisor.
Q: How does OneSource get paid?
A: OneSource compensation is derived either from a flat fee or a percentage of the managed investments.
Q: What do you need for a Notary?
A: Documents typically requiring notary service are contracts, deeds, agreements, powers of attorney, etc. These documents contain terms to which the signer is agreeing. Make sure you understand the contents and purpose of the document/s being notarized. The Notary only verifies your identity. They do not give legal or financial advice.The purpose of having a document notarized is to prevent fraud or identity theft.
Rules for Notary:
If the notary is not confident that you are the person in question, he or she can refuse to notarize your document - nobody is required to notarize anything. Depending where you go to get your document notarized, you may also have to pay a modest fee.
OneSource Retirement Advisors offers our clients free notarization of their documents. Please call the office to schedule an appointment.
Q: Can you shred my old tax documents?
A: Yes, OneSource offers its clients 'paper' shredding, which means you can bring in old receipts, tax forms, and outdated legal documents. Staples are ok but we cannot accept metal paper clamps (please remove). We also cannot dispose of any bound books (composition, spiral or stitched) - if you need the contents shredded you must remove the paper from the book.
If you have any questions, please call us at 610.251.9393.