We would be sorry to see you go but we understand we are not always a fit. All contracts are cancellable at any time. You pay all quarterly fees in advance and we will refund the full quarter’s fee if you request it. Even if we have provided you with 89/90 days worth of services. You are never locked in and you are never on the hook. We will even help you transition to a new advisor or move your accounts to a retail provider.