The initial consultation is completely confidential and complementary. This meeting gives us an opportunity to get to know each other and identify how we will work together.

I can work with clients in several ways.

Hourly
$100 per hour for financial planning or the review of outside investments such as the 401(k) provided by the client’s employer.

Commission-based Account
This is typically for clients with assets less than $25,000 where the account is invested in mutual fund A-shares that carry a front-end sales charge.

Fee-based Managed Accounts
This is typically for clients with assets greater than $25,000 and carries a flat annual fee that typically ranges from 0.80 – 1.95%. The fee is based on the overall assets under management and the level of service desired. Investments may include mutual funds, exchange traded funds as well as individual stocks and/or bonds.

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