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Reply to "Recommend a Fee for service Financial Advisor, not investment manager?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]^^^^I should say that we use Rick as a fee based adviser. I think the firm may also do commission based stuff, but he has never tried to sell us anything in 10 years.[/quote] What is the per hour rate?[/quote] I think he charges about $250 per hour although I think the first session which may be several hours is less per hour (it has been many years since we did our initial session). He is very efficient and has at his finger tips oodles of info, so he gets a lot done in one hour. He does not charge for follow up phone calls (phone calls in the few weeks after the session where you might firm up a new investment).[/quote]
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