1. Client Questionnaire
We have a brief online questionnaire that will let us know you’re interested in investing with Pier. Your answers will be sent to Doug Meeks, a Registered Investment Advisor, and will remain confidential. If you prefer, you can speak to Doug Meeks directly by calling (214) 385-3178.
2. Create Your Investment Plan
Once we have received your initial information, we will contact you to discuss your investment objectives. If you are in Plano or the North Texas Metroplex you can meet with Doug Meeks in person, and we also serve clients who are out of state.
3. Open an Account
The next step is opening your account. You remain in full control with complete online access to your account. We will manage it and direct the investments, but we will never withdraw any assets from the account other than our authorized service fee. Transferring funds to the account such as from your old 401(k) plans can be done in a couple of weeks.