What are my Investor Coaching Fees?
Your investment for creating a Comprehensive Investor Inventory and Free Market Analysis typically ranges from $2,000 to $10,000. Your amount will be determined in advance and will reflect the complexity of your particular circumstances. A deposit of 50% of the proposed fee will be required when you engage us. The balance is paid when the Financial CAT Scan is delivered. This is a one-time fee. Thereafter, the ongoing fees are less than 1% (99 basis points, to be exact, in the industry jargon) per year based on MUM, usually deducted from the investment accounts so we do not disrupt your monthly cash flow.
