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.