Because
we are financial advisors and investment managers our fees are
two-tiered. As financial advisors we charge $85.00 per hour for
consultation and up to $120.00 per hour for services depending
upon the nature of the financial situation at hand.
The
fees for financial management are listed below and calculated
quarterly based on the market value of the portfolio at the end
of each quarter. Fees apply to common stocks, fixed income securities,
cash (including cash held in money market funds), and mutual funds.
