Before getting started, ask yourself the following questions. Are
you:
Willing to entrust your investment decisions, including the initial
allocation strategy and the ongoing account management, to Dion
Money Management?
Able to dedicate at least $200,000 of your assets to an account
or accounts managed by Dion Money Management?
Comfortable paying an annual advisory fee between 0.80% and 2%
of your assets managed by Dion Money Management?
Willing to engage in a trust-based advisory relationship in which
Dion Money Management will help you achieve your investment goals
and objectives?
If you have answered yes to all of the above questions, then choosing
Dion Money Management as your investment advisor may be the right
decision for you. Proceed to the next step to see how easy it is to
get started.