I urge you to view my fees as an investment rather than as an expense. Genuinely ethical advice can save you more money and earn you more money than you may realize. The longer your horizon and the larger your portfolio, the more this holds true.
Your investment can pay off by reducing mutual fund and trading fees, reducing tax liabilities, boosting investment returns, or even preventing a costly financial catastrophe. There are also the intangible benefits: peace of mind; time conserved for family and friends; and the self-confidence that comes with demystifying the process and applying sound investing principles over time.
The initial phone consultation is free-of-charge.
The fee for our initial two-hour advisory meeting is $125.
Additional assistance per your request is billed at $100 per hour, including in-person or telephonic meetings, research, report preparation, etc.
The cost for development and implementation of a comprehensive investment strategy ranges from $500 to $2,000, depending on the complexity of your circumstances and your personal interests and needs.
Ongoing Portfolio Management
It’s interesting that advisors charge more to manage smaller portfolios. For example, if you have over $500,000 in assets the annual fee would be 0.7%; but if you have less than $500,000 in assets, the annual fee is 1%.
My portfolio management fee is the same regardless of portfolio size. In addition, my management services are available for portfolios beginning at $200,000. Finally, my "passive" asset allocation philosophy enables a very competitive rate:
My fee for ongoing portfolio management is 0.4% annually, regardless of portfolio size.
Commissions and Referral Fees
I receive no commissions or referral fees for any of the investments I recommend.