changing the paradigm in advisor compensation

Flat fee only

Understanding whether your financial advisor has your best interests in mind begins with knowing how they get paid.

As a flat fee only financial advisor, my compensation isn’t derived from product sales or based on a percentage of assets under management.

I charge a flat fee billed on a quarterly basis.

Ongoing Financial Planning and Investment Management:

$1,200 per quarter. ($4,800 annually.)

Medical Residents and Fellows:

If you’re in a medical residency or fellowship program and would like personalized recommendations regarding student loans, disability and life insurance, or any other financial planning/investment topic, please schedule a free consultation or contact me about project and non-retainer rates.