FERRI INVESTMENT SOLUTIONS offers customized, as-needed, hourly investment advice for mainly do-it-yourself (DIY) investors in the US. You will work with me directly. I offer two options for new clients: a $750 Portfolio 2nd Opinion™ program, or $450 per hour prorated.
The Portfolio 2nd Opinion™ program is for first-time clients. The $750 flat-fee includes a financial document review, a 60- to 90-minute phone consultation where we’ll go over your financial situation, portfolio structure, and investments. Then I provide a written summary of my thoughts and recommendations. People find the Portfolio 2nd Opinion™ to be a good value because all their questions are answered and documented in one session and under one flat fee.
My fee per hour is $450 prorated, so you pay only for the time used. This hourly fee is primarily used by returning clients who are seeking additional advice. It’s also available to new clients who wish to pay for time instead of an all-inclusive Portfolio 2nd Opinion™.
Under either fee model, I’ll help you simplify your portfolio and reduce expenses, whether you’ve always been a DIY investor or if you are transitioning from an advisory relationship. Investing tax-efficiently is also a significant focus. We’ll discuss your asset allocation, asset location, and individual security selection. I favor investments in broad market index funds and exchange-traded funds (ETFs) because they accomplish client goals with minimum complexity and cost.
This fiduciary service is for individual investors, trustees of family wealth, employers who oversee retirement plans, and committees that are responsible for managing the investments of non-profit organizations. Although most clients choose to self-manage their accounts after a consultation, some request a referral to a manager to implement and maintain their strategy. I will provide asset manager referrals when asked.
The Next Step:
Contact me to schedule a complimentary 15-minute call to determine if my service is right for you.
Note: I am an investment specialist, and my services are focused on finding a prudent portfolio for your needs. I do not prepare tax returns or create estate planning documents. My services are available to US investors only at this time. See Form ADV Part 2 for detailed information.