FAQ

Are you a fiduciary fee-only advisor?

Yes! And if you're not sure what that means, you can read about fee-only advising here.

Is there a minimum amount of money I have to have to work with you?

Nope! We will start with where you are.

Where is my money held if I work with you?

We work with TD Ameritrade as a custodian. You will have full online access and a mobile app to access your accounts. Your money will be held with TD Ameritrade at all times.

Did Blue Jay move?

Yes! We are now located at 509 Fourth Street in Defiance, Ohio. If your map app takes you to the Chamber building at 400 South Clinton Street, it's betrayed you.

What should I bring to my first meeting?

We're so glad you asked! Here is a document checklist to get you started. Serving customers as individuals and at a high level is important to our team at Blue Jay. To do this, our advisors request some information upfront to be equipped to provide you with the best advice possible.