We understand that some individuals are simply looking for ad hoc advice. We are happy to provide hourly consulting to self-directed investors looking for a second opinion.
We can help answer questions such as: “When should I begin taking social security benefits?” “Should I pay off my mortgage early or invest the additional principal payments instead?” “Should I establish a trust?” etc.
We can spend time reviewing your current portfolio to identify strengths and weaknesses. We can then provide suggestions and, if you wish, a list of trades that you can execute on your own to bring your portfolio more in line with where we conclude it should be.
It should be noted that clients who utilize our portfolio management services receive unrestricted access to our advisors’ counsel as a part of the annual asset management fee that they pay.
Our consulting fee is $150 per hour.