I serve an investment fiduciary for all my clients. I am legally and ethically required to put your best interest before my own. 

I buy and sell investments in your account on your behalf and because fiduciaries have this discretionary authority, they are held to a higher standard than non-fiduciary advisors.

Wealth Management Fees

I charge between 0.50% – 0.75% annually of only the accounts that I manage. The fee will vary depending on whether the portfolio is actively or passively managed. Wealth Management fees are paid quarterly. 

Ongoing investment management services include customizing your asset allocation, personally managing your accounts, monitoring your portfolio, and rebalancing. I act with utmost good faith, disclose any potential conflicts of interest, and have a “duty of care” to continually monitor my client’s investments and financial situation.

Retirement Income Planning

Prices range from $500 for a basic retirement plan and up to $5,000 for a comprehensive plan. Prices depend on the scope and complexity of the plan. I provide a quote after an initial meeting. There is no extra charge for financial plans for clients who custody their investments with TD Ameritrade Institutional. All fees are estimated in advance and paid by either check or credit card upon completion of the engagement.