Investment Management with Hourly Planning
This plan is perfect for people who want help with investments paired with hourly planning services.
What You Get:
- Management of your investments using time-tested, long-term strategies paired with the best current thinking among institutional money managers.
- Access to Dave on an ongoing basis at a discounted hourly rate for help with other aspects of your personal or business finances.
What It Costs:
- 1% of Assets Managed (no minimum)
- Additional planning services are offered at a rate of $240/hour.
Investment Management with Hourly Planning FAQ’s
Are you a fiduciary advisor?
Yes, I’m a fee-only fiduciary financial planner, which means I’m legally obligated to put your needs first. No commissions and no hidden fees means we’re genuinely a team – I manage your money just like I manage my own money.
What credentials do you hold?
How do you invest and manage money for your clients?
We are not “set it and forget it” money managers. We use proven long-term investment strategies paired with a daily analysis of over 75 technical indicators to actively manage client portfolios. This enables us to capture most of the upside that markets have to offer, while side-stepping meaningful fractions of market downturns. We do this by dynamically managing position sizes in stocks, fixed income, precious metals and crypto as warranted by prevailing conditions in financial markets.
What if I have other questions about my finances. Can we meet?
Of course! You can prepare questions in advance of our meeting and send them to me to make sure you get the most value out of the session. I will prepare a discussion guide that is yours to keep after the call. I bill hourly in ten minute increments for these consultations.
What It Costs:
- 1% of Assets Managed (no minimum)
- Additional planning services are offered at a rate of $240/hour.
• Comprehensive financial planning services are available with a minimum of $400,000 in assets managed.
Together We Will
Select investments on your behalf that reflect your goals, planning horizon and risk tolerance.
(Optional) Work on other aspects of your personal and business finances on an hourly basis at the pace that suits your schedule and budget.