DIY or delegated portfolio management, retirement planning, and financial planning for tech-savvy pre-retirees (gen X) and recent retirees (late boomers)

"The bitterness of poor quality remains long after the sweetness of low price is forgotten." --Benjamin Franklin

At this time, I am not taking on DIY "advice-only" engagements or reviews. If you are interested in ongoing, fully delegated, investment management and financial planning for an asset-based fee, please keep reading.

Managed account option

This option is most cost-effective for households with $1.5 million or more of investable assets (ie, IRAs, brokerage accounts, bank cash balances, and/or rollover-eligible employer retirement plans).

Initial (one-time) planning fee: $1,800

0.70% up to first $3 million
0.55% above $3 million
(percentages are annualized)

The above fee is subject to a quarterly minimum of $1,800 (increases 3% annually on Jan. 1). This is a minimum, not an additional fee.

Delegated investment accounts are managed through Charles Schwab Advisor Services.

Become a client

After you investigate other advisers and do your own due diligence, please complete this short pre-planning profile and I will contact you promptly for an initial conversation.

(1) Source: S&P 500 (^GSPC) historical pricing data, Oct. 29, 2020 through Oct. 28, 2021.