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:
$625 per quarter. ($2,500 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.