One Fixed Flat Fee - Regardless of Your Portfolio Size

I value simplicity, transparency, objectivity and fairness.

And my fixed flat fee reflects it…


$7,500 per year.

No percentages. No commissions.


There are all sorts of problems with the typical 1% fee most advisors charge, which you can read about here.

If you’re wondering how much my flat fee could save you over time vs. a typical 1% advisor, just email me and I’ll happily work up a projection for you.

If you’d like to compare fixed flat fees to the other three ways of paying for financial advice, download my free guide 4 Ways to Pay for Financial Advice in Massachusetts and New Hampshire.