SERVICES:
- Investment management using low-cost, well-diversified exchange traded funds at 0.4% annually of market value of assets. Example: to manage $500,000, the cost would be $500 for a 3 month period.
- Investment management using low-cost, well-diversified exchange traded funds with objective of teaching clients how to manage their own assets. 0.4% annually of market value of assets.
- Session consulting at $160/hour. A typical session lasts an hour and 20 minutes. A single session is typically sufficient for those seeking a second opinion on their investment process.
I am a fee-only registered investment advisor. Unlike a broker, I am a fiduciary for the accounts I manage. I prefer Charles Schwab as custodian for accounts I manage.
I am registered with the state of Maryland and also have clients in several states as well as globally.
If you believe my services might be of use to you, give me a call (443-896-4123) and let’s have a no-obligation chat. I will ask you a few questions and give you an overview of my investment philosophy. Our few minutes together could be well worth your time.
I am willing to meet at your home in the evening or on weekends at your convenience but also offer consultation by phone and by Skype .
As a fee-only, registered investment advisor, I sell no products. I receive no commissions. My only compensation is what I receive from my clients for management and advisory services.