FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are a fee only investment advisory, with the average fee being 0.8% per year. First year clients receive a complementary tax return preparation, and enjoy a substantial discount for this service in the following years. Our average tax return price is approximately $110, including Federal, State, and Local returns.
- What is your typical process for working with a new customer?
We like to meet with the clients to be sure that our investment philosophy is appropriate for the client's goals.
- What education and/or training do you have that relates to your work?
I have a BS in Finance, have passed level 1 of the CFA exam, passed the LIFA exam, and participate in the Annual Filing Season Program with the IRS.