Chartered Financial Consultant

Office Visits

PREPARING FOR AN INITIAL OFFICE VISIT

How I Work with Clients

  • Hourly financial and tax consultations: $150 per hour
  • Fee-based investing: generally 1.0% per year based on the amount of money under management and the level of service needed. Minimum account size is $250,000.
  • Commission-based investing: Minimum account size is $100,000.

Things To Bring

  • a list of your questions so your time with me will be more efficient
  • a list of some of your short and long term goals. Use a time horizon for each, but do not use dollar amounts. For example, “I’d like to take a trip around the world within the next ten years.”
  • your most recent tax return
  • a summary of your assets and liabilities (what you own and what you owe). This does not have to be precise, so don’t spend too much time on this

How To Get Here

Visit the Contact page for our address, and use the driving directions link to get an interactive map from your doorstep to ours

Privacy Policy

I take your privacy seriously and so does Cambridge Investment Research.  We are committed to protecting your personal and financial information.  For a more detailed description of our full privacy policy, click here.