WEALTH MANAGEMENT GUYS

SERVICES & FEES

Portfolio Advice

Up to this point, you have been executing on a financial philosophy and plan. When you need a sounding board or even one-time technical advice, let me help you. Your fee will be agreed upon, prior to work commencing.

Portfolio Planning

I offer intermittent or regular analysis serving your specific needs:

If you are invested in a 401(k) at work, I can periodically review your progress and suggest improvements within the plan offerings.
If you are a self-directed investor, seek my periodic counsel as a source of confirmation or direction.

Fees will be agreed upon, based on the complexity of your needs and frequency of consultation. No retainers. No contracts.

Active Asset Investing

To achieve your financial goals, I continually work to improve results by buying and selling quality securities, while hedging using calls to increase cash and moderate against market slides, if that suits your specific plan. I actively invest by trading positions due to market shifts or events which impact specific companies.

The fee structure is agreed upon upfront, based on your specific investment aims. I will recommend a specific broker-dealer which can execute transactions I think will aid your portfolio for low fees and at a competitive purchase or sale price.

I am compensated solely on a percentage of the ending quarterly value of your portfolio after these brokerage fees are incurred in your account. We receive no advantage in pushing specific stocks on you, urging you to trade stocks nor do we receive hidden compensation from any source.

We only get a raise when your account rises in value. When your account hits certain levels, you will automatically receive a reduction in the fee percentage on the next tier of account value.

We are fiduciaries, which simply means that all of our recommendations must be in our clients’ best interests.

The Money Guys, LLC (“The Money Guys”) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by The Money Guys in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Money Guys, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Links to third-party web sites are provided for convenience only. The Money Guys LLC does not endorse nor support the content of third-party links. The Money Guys, LLC is not responsible for the content of a third-party website. By clicking on a third-party link you signify that The Money Guys, LLC makes no representation as to the fitness of the third-party services and is not responsible for direct or indirect damages you may incur therefrom.