Q: I am interested in a fee only analysis of my IRA Acct. I have been retired for almost 12 years. What is your fee structure? Do you also manage IRAs? If so, what are the charges?
A: We offer a free one hour consultation. I am happy to sit with you and go over your allocation. We do manage IRA accounts. For accounts under $1 million our fee is just 1% a year paid on a quarterly basis (.25% each quarter). If you have any other question or decide that you would like to come in for the free consultation just let me know.