Investing is an important part of pursuing a financial future. 

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Values

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Disclosure

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Accounts managed by Query Capital are custodied at LPL Financial. 

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Stocks, mutual funds

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We consider investing to be a subset of the duties of an ongoing advisory relationship that is attuned to all relevant factors in your life. 

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Note that clients who request investment-only, we do offer the following alternative structure: investment management with one annual meeting with Jesse (our investment lead). The fee is the greater of 1% of assets under management or $1,000. 

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