We offer wealth manager investment advice by using flat-fees, or an "assets under management" program run by a sub-advisor. The client is responsible for requesting frequent new work assignments to review the portfolio, because we don't offer the expensive, continuous ongoing "asset under management" service that costs about 1% a year. We offer fiduciary fee-only investment advice. We do not take custody of assets.
The best way to manage your wealth is by hiring an expert who will coach you and train you and then you make the recommended trade execution on your own so as to firewall off the advisor from control over your Brokerage account. By working with us you will learn from us, you will gradually improve your investing skills, become aware of the big picture, be ready for turbulent times and feel in control. We offer a choice of fiduciary fee-only investment advice on a project fee basis, or an "assets under management" program run by a sub-advisor. No commissions are charged by us.
Remember: "The fastest way to make a small fortune is...with a large one" (due to reckless, naïve investing).