Ferri Investment Solutions provides comprehensive portfolio reviews and financial advice for a one-time $925 fee for new clients. Returning clients pay $450 per hour, prorated. Most people using my services are do-it-yourself (DIY) investors and those who wish to take over management of their portfolio from an adviser.
A $925 Portfolio 2nd Opinion™ 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 a lot more. After the call, I’ll provide a written summary of our conversation and include 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. There are no ongoing asset management fees, retainers, subscription fees, or commission sales. Returning clients pay by the hour for the time they need when they need it.
Unfortunately, my schedule for new clients is booked for the remainder of 2021 and I have a waitlist extending into early 2022. If you wish to be placed on the list, please send your name and contact information through my Contact Page on this site.
Alternatively, Jon Luskin, CFP®, provides a similar service at a competitive fee (see Jon’s website at JonLuskin.com). He is available for consultations usually within one month. Jon is independent of my firm, and I provide business consulting services to his firm.
These fiduciary services are 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 we are not CPAs, estate planning attorneys, or insurance agents. Clients often consult with those professionals after our consultation.
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