FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a consulting fee of $65.00 an hour to help figure which aspects your plan should include. For asset management I charge 1.5% of account value annually. For insurance review/replacement/creation that is taken care of by the consulting fee. For debt consolidation loans I charge 3% of amount borrowed. For business creation I charge $150.00 per business (which includes procurement of tax id and business documents filed with the state)
- What is your typical process for working with a new customer?
With all clients first off I provide a fact finding and data gathering meeting. From that initial meeting I create a plan that suits the ideals most important to you. I then review said plan with you to allow for changes.
- What education and/or training do you have that relates to your work?
I have 12 years experience working with major investment firms such as JPMorgan Chase and HSBC Securities Inc. I have experience working at major Wall St firms. My firm is a NYS RIA (Registered Investment Advisor) I hold FINRA Series 6,63,7,65 licenses I am Insurance licensed for Life Health Accident, Variable Life Variable Annuities