We charge our clients between 0.50% and 1.50% to do the following for you:
1-Follow the market and report and explain to you what is going on.
2-Make sure that Wall Street does not steal from you.
3-Offer a second opinion on all financial matters.
4-Use exchange Traded Funds to build appropriate portfolios that may be tilted on one or two sectors.
5 -Use our market knowledge to invest your money a reasonably better times to capture a 2 to 10% advantage in terms of entry and exit.
6-Offer support and peace of mid during turbulent times -help prevent the customer from making some costly mistakes (such as selling and going to cash when the market has a severe correction or taking some profits off the table when the market rallies over 40%) and sticking with the game plan.