The fee for the introductory meeting (two to three hours) will be $150. ​
Subsequent services will be charged at a rate of $100 per hour for investment research and advice.


Portfolio management will be invoiced at the following annual rates:


1.00% for assets under $300,000
0.75% for assets above $300,000
0.65% for assets above $700,000
0.60% for assets above $1,000,000

0.55% for assets above $1,500,000


* I will receive no sales commissions on any of the investments I recommend.

My Fees