Hourly Consultation: $175/hr. May include any or all of the following:
Professional Investment Management: 0.80%.
- review of your current portfolio,
- an asset allocation analysis,
- creation of a comprehensive or specific financial plan,
- second opinion,
- social screening issues,
- life insurance review,
- assistance in setting up an investment program for retirement, college savings, etc.
- No Minimum balance required.
As a FEE-ONLY advisor, we do not recommend products or services that pay commissions or loads. Upon request, we will gladly provide an estimate of your fee prior to engagement.
- A variety of dedicated investment managers are given discretion to manage your account according to your Investment Policy Statement.
- An annual fee of 0.80% is deducted directly from your account on a quarterly basis.
- Minimum $50,000 investable assets.