Questions you may have about our transition

Why did you create your own firm?

We felt that being an independent wealth management firm, we can be truly objective in our pursuit of the highest quality investment and financial solutions for you. Our independence will also heighten our ability to collaborate as we leverage advanced technology to provide improved access to planning and performance information, as well as investment research. Perhaps most importantly, we will have more control over the client-experience including fees, communication and service-delivery.
Key to our decision to be independent is our partnership with Sanctuary Wealth. Through its platform, Fjell Capital has access to outstanding back-office support, industry-leading resources, economies of scale, and best practices from a peer group of elite advisors who share our passion for serving clients.

Why wasn’t I told sooner about your decision to launch a new firm?

It was simply not practical nor legally permissible to share our plans in advance. Transparency is fundamental to our relationship with you. Our goal has been to launch Fjell Capital in a professional and respectful way, so we’d be happy to answer any questions at your convenience.

How will I benefit?

Because Fjell Capital is team-oriented, you’ll benefit from the collaborative approach we take in serving you. As we anticipate your changing needs and circumstances, we’ll be able to offer you a broader array of investment solutions – which means we can truly place your best interests first, in fulfillment of our fiduciary duty.

What will change?

Your day-to-day experience with us will not change. However, an important decision underlying the launch of Fjell Capital is our selection of Charles Schwab as the custodian of our clients’ assets. This decision was carefully considered and researched. Charles Schwab can deliver institutional investment research and access to world-class investment managers, as well as 15,480 mutual funds and a wide range of separate account managers, alternative investments and other services.

How do I know my assets will be safe with Charles Schwab?

Charles Schwab is one of the world’s largest custodians with over $4.05 trillion in client assets. Charles Schwab meets industry standards for protecting its clients’ assets and is a member of the Securities Investor Protection Corporation (SIPC), with excess SIPC protection offered through Lloyd’s of London up to an aggregate of $600 million in additional insurance specifically for the protection of client assets.

Charles Schwab offers the safety of both its size and financial strength, backed by more than 30 years of experience supporting independent advisors like Fjell Capital. Charles Schwab manages the time-consuming back-office functions so we can focus on addressing the needs of our valued clients, like you.