Do you handle ex-pats and foreign nationals?
I'm registered in the US only and can work with [...]
Are you compensated for referrals, management fees or commissions?
No. My only source of compensation is a direct fee [...]
By what means do I pay you?
I prefer to be paid by credit card or a [...]
Is there a minimum required annual charge or a fee to cancel the contract?
No minimum fee, and no fee if you sign a [...]
How does the contract work?
Once signed, a contract is valid for 24 months or [...]
Do you review assets I have in 401(k) plans, company retirement plans, and other savings?
Yes. It’s important that I take a universal look at [...]
Will you manage my portfolio?
No. My services are advice only. I do not manage [...]
Do you offer family discounts?
I do not offer family discounts.
What is your Portfolio 2nd Opinion offer?
The Portfolio 2nd Opinion includes a pre-call document review, in-depth [...]
What is your hourly fee?
I charge $450 per hour, divided into 6-minute segments at [...]