As a fee-only advisor, I am compensated only by my clients for my advisory services. I charge a percentage based on the investment accounts that I manage for you. I do not sell any investment products, and do not earn commissions, therefore, the investment vehicles I recommend are those I believe are in your best interests to help you reach your goals.
My recommended minimum is $100,000 of investable assets in all investment accounts. Exceptions may be made for clients with less than $100,000 on a case by case basis. Call me to discuss your specific situation.
I meet with my clients periodically to review their investment goals. Meetings may occur annually, semi-annually, or even quarterly depending upon each client’s needs and circumstances. Of course, should a significant life change occur, clients are encouraged to contact me immediately. Meetings may take place in person, over the phone, or even video conference.
Of course. I work with clients throughout their working lives, and through retirement. If you are already retired, I would be pleased to speak with you, and determine if we can improve your income during retirement.