Susan Pevear, CFA

Fee Schedule                                                                                                

For Customized Investing:

Retainer: $2,500.00 is due with the signed engagement letter.
Fee:  1/2% on all profits, billed quarterly.  

For the Second Opinion Service

An engagement agreement, quoting the cost, will be signed prior to the review. At that signing, the retainer fee is due and work will commence only after this fee has been received.  (See Administrative page).  At the completion of the review, the remaining invoice amount is expected to be paid upon delivery of the recommendations.  

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E-mail: spp@portfolioanalysis.biz
Phone: (781) 863-2990 Fax: (508) 321-1421