A $299.99 non-refundable initial deposit is available for those selecting our Portfolio Management Services. This deposit includes:

• Discovery Call: Evaluating your portfolio and investment strategy needs.
• Service Scope Determination: Defining the services that align with your portfolio goals.
• Account Set-up: Preparing financial and performance tracking systems for your assets.
• Workflow Outline: A strategic plan for managing, analyzing, and reporting on your portfolio.

After payment, you will receive a welcome email with a calendar link to schedule your initial discovery call.

This deposit is optional but gives you flexibility if you prefer to split payments. Opting to pay quarterly or annually upfront will unlock significant savings, which are always available to you.