Advisory Retainer
This service is built for investors who want to stay hands-on, but benefit from ongoing access to a licensed adviser. We’ll review your portfolio, answer key questions, and guide your decisions — without managing the account for you.
Service details
Whether you’re managing your portfolio independently or just want to stay sharp, we’re here to help you make better decisions, consistently.
Service
Advisory Retainer
Price
$125/month
Focus
Ongoing support
About the advisory retainer
With the advisory retainer, you’ll get expert input when you need it. You’re in control, we’re in your corner.
This is ideal for investors who want:
Ongoing support without full delegation
Help refining their strategy as markets or goals shift
Professional feedback on trades, allocations, or new ideas
A second set of eyes from someone who knows what they’re doing
Each month, we’ll meet 1-on-1 to review your progress, adjust your portfolio as needed, and address any questions you have.
This is not generic advice — it’s personalized guidance based on your specific situation.
