Ferri Investment Solutions provides a comprehensive portfolio review and as-needed financial advice for a one-time $925 fixed fee (first-time clients) and $450 per hour for returning clients. People find the $925 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. You only pay for the time you need.
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. Those who use this service are often existing do-it-yourself (DIY) investors looking to validate a simple portfolio and people who have had an adviser and now wish to self-manage in a simple, less costly strategy.
Two advisers are currently providing financial reviews under this program: Rick Ferri (me) and Jon Luskin (see Jon’s website at JonLuskin.com). Jon is independent. I provide business consulting to him. My schedule is booked for the remainder of 2021 and I have a waitlist for 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. Jon is available for consultations usually within one month. Contact Jon on his website. We both provide all services remotely.
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 we are not CPAs, estate planning attorneys, or insurance agents. Clients often consult with those professionals after our consultation.
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