Request a free 15-minute consultation through the contact page so we can both decide if we are right for each other.
I review your portfolio and provide recommendations to make it better when needed. You then use this information to manage your own portfolio. If you desire asset management services through another adviser, I will recommend an appropriate firm to help you.
Only for investments in taxable accounts, and deferred stock options and other corporate incentives.
No. You can leave your money right where it is. I will tell you if there is a disadvantage to doing that.
I charge $450 per hour, divided into 6-minute segments at $45 per segment.
New clients can take advantage of an all-inclusive two-hour Portfolio 2nd Opinion. You get the 2.0 hours for $375 per hour, which is $750 total. It includes a pre-call document review, one-hour phone consultation, and post-call letter with recommendations.
I do not offer discounts; however, there is no minimum charge.
No. I prefer to work as your advocate to find a manager that best fits your needs, not as your money manager. This “unbundled” approach lowers your overall cost.
Yes. It’s important that I take a universal look at all your investments before making recommendations.
Once signed, the contract continues until it is cancelled by either party at any time and for any reason.
No. If you do not use my services for 24-months the contract cancels automatically.
Credit card or bank draft. It’s a seamless transaction through the billing system.
No. My only source of compensation for advice is the fee you pay me.
On a limited basis. Taxes make this complicated. I am not a tax adviser. You may need advice from someone who is a foreign tax expert.