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.
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.
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.
