I am a fee only adviser.
For investment advisory accounts I use a mixture of individual
stocks and stock and bond mutual funds and exchange traded funds. Your securities are
totally under your
control at all times. I do not take physical possession of
My investment advisory fees are .150% per quarter for personalized portfolio
management. There is a minimum fee of $400 per quarter. My minimum portfolio size is $250,000.
If you're interested in exciting
cocktail conversation about exotic products then you're in the
wrong place. I do not speculate and do not accept clients who
wish to take unreasonable risks. I will help you formulate
reasonable goals and strategies to achieve them. I do not
subscribe to a blind strategy of "buy and hold".