I offer advice-only financial reviews for a fixed rate. Most people using my services are do-it-yourself (DIY) investors and people who are leaving an adviser relationship to DIY.
We begin with a comprehensive review of your financial situation called a Portfolio 2nd Opinion™ for $925 (the fee increases to $995 in April 2022). I then charge $450 per hour for check-ups and additional time as needed. There are no ongoing asset management fees, retainers, or subscription fees. You pay only for the time used.
The Portfolio 2nd Opinion™ includes a pre-meeting document and portfolio review, a two-hour phone consultation where we’ll discuss your financial goals, family needs, tax planning, asset allocation, asset location, specific individual investments, distributions in retirement, legacy planning, and more. After the consultation, I’ll provide a written summary of our conversation to include my observations and recommendations. People find this service a good value because their questions are answered and documented under one low fee.
Unfortunately, my calendar for new clients is full into mid-spring. If you wish to be placed on a waitlist and have a free one-on-one 15-minute introductory call with me in the next few months, please send your name and contact information through my Contact Page on this site. You’ll be able to book a Portfolio 2nd Opinion™ after the 15-minute introductory call.
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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