Financial Review

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Ferri Investment Solutions provides 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 are no ongoing asset management fees (AUM), no retainers, no subscription fees, and no commission sales. You get what you pay for.

There are two advisers providing financial reviews: Rick Ferri (me) and Jon Luskin (see Jon’s website at JonLuskin.com). I am booked for most of 2021. Jon is available for consultations. We provide all services remotely.

People who use our services are seeking a one-time comprehensive review of their financial well-being and investment portfolio, with the option of occasional follow-up consultations as needed. Clients are do-it-yourself (DIY) investors looking to validate their strategy or simplify it further and people with complex portfolios who are often transitioning from a high-fee financial 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, we’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 we are not CPAs, estate planning attorneys, or insurance specialists. Clients often consult with those professionals after our consultation.

The Next Step: 

Go to my Contact Page and send an indication of interest to schedule a complimentary 15-minute call with me or Jon, or contact Jon directly through his website at JonLuskin.com.