Initial consultation, up to one hour: Free
|Cost Minimization||Personalized Portfolio||Annual Investment Management|
Hourly rate: $150. This is most suitable either for setting up a savings and investment plan for those just beginning to plan for retirement, or for investment research for experienced investors.
Note: I am not licensed to received commissions of any kind. I advise clients to use the most suitable investment products offered by their existing bank or financial institution. If your financial institution can’t meet your needs, I’ll advise you on choosing one that will.
Note: Fees paid to investment counsel for investment advice are tax-deductible. Fees paid for financial planning are not.