Financial Review

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I provide personal financial reviews and advice for a one-time $925 fixed fee for a first-time client, and $450 per hour for returning clients. There is no ongoing asset management fee (AUM), no retainer or subscription fee, and no commission sales.

People who use my services are looking for a one-time comprehensive review of their finances and investments, and occasional follow-up consultations as needed. Clients are do-it-yourself (DIY) investors and those seeking to transition from a high-priced adviser to a simple, low-cost, self-managed solution.

The $925 Portfolio 2nd Opinion™ is for new clients. This all-in fee includes a pre-meeting document review, up to a two-hour phone consultation where we’ll discuss your financial goals, family needs, saving for retirement, tax planning, asset allocation, asset location, individual investments, distributions in retirement, legacy planning, and more. After the call, I’ll provide a written summary of our conversation to includes my observations and recommendations. People find the Portfolio 2nd Opinion™ to be a good value because their questions are answered and documented in one condensed session and under one known fee.

Returning clients are charged $450 per hour. This is prorated using 6-minute intervals, so you only pay for the time used. For example, a 30-minute discussion will be $225.

This fiduciary service is for individual investors, trustees of family wealth, and fiduciaries who oversee retirement plans or the investment accounts of non-profit organizations. My services are only available in the US and for US citizens living abroad. Please note that I am not a CPA, estate planning attorney, or insurance specialist. Clients often consult with those professionals after our consultation.

The Next Step: 

Go to the Contact Page and send me an indication of interest to schedule a complimentary 15-minute call.