Altruist Financial Advisors LLC
Fee-Only Investment Management

ALTRUIST Investing Plan

 

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The ALTRUIST Investing Plan is intended to focus exclusively on investments.  This is unlike the comprehensive "holistic" approach used in our financial planning services.  The ALTRUIST Investing Plan is intended to prepare clients to transition to the ALTRUIST Portfolio Management Service.  Those who do not intend to transition to the ALTRUIST Portfolio Management Service should not purchase this service.

In connection with the ALTRUIST Investing Plan, Altruist will assist you in developing a completely custom asset allocation, including tax-sensitive asset location and specific investment recommendations.

Unlike ALTRUIST Comprehensive Financial Plan, the ALTRUIST Investing Plan does NOT include a 12 month consultation enrollment.

Fee:  $1,350.

 

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