An initial meeting to discuss a potential client's current situation and goals and to determine how we can best be of assistance is available at no charge. We believe an exploratory meeting is very important as it provides each of us with the opportunity to learn more about one another and to get a sense of whether we feel there is a "good fit" for our working together.
Hourly Fee For Service Prior to an engagement, we provide our clients with a written agreement that describes the services we will be providing and our estimated fee. Our fees are based on our time worked at a rate of $175.00 per hour.
Ongoing Investment Advice
Investment advisory services are available following the completion of an investment or retirement-related review and strategy engagement. Comprehensive services are provided at $525-$775 per quarter, depending upon the number of accounts in the portfolio and active employer retirement plan participation. A mutual fund monitoring and alert service is also available at $250 per quarter. No investment account minimums or maximums are required to utilize our investment advisory services.
The Firm Brochure is a comprehensive disclosure outlining our services, background, experience and compensation. The U.S. Securities and Exchange Commission (SEC) requires that every investment advisor provide this brochure to clients and prospective clients. You may access our brochure at: