Getting Started With Brick House Strategies
Subscription service: $1000/year
Client Gets:
- 1 hour personal consultation and onboarding process
- Suggestions based on risk tolerance and time frame, and help in executing if necessary
- 30-60 minute annual private portfolio checkup
- Retirement fund allocation selection suggestions
- Opinions/updates on 100's of stocks
- Access to my personal portfolio, including all buys and sells in real time
- Quarterly market updates
- Adhoc commentary/updates on individual stocks I am interested in
Non subscribers can hire me ($200/hour) for one off projects such as:
- Individual stock research
- IRA/401k/529 Allocations
- General investment help
- 1 hour personal consultation and onboarding process
- Suggestions based on risk tolerance and time frame, and help in executing if necessary
- 30-60 minute annual private portfolio checkup
- Retirement fund allocation selection suggestions
- Opinions/updates on 100's of stocks
- Access to my personal portfolio, including all buys and sells in real time
- Quarterly market updates
- Adhoc commentary/updates on individual stocks I am interested in
Non subscribers can hire me ($200/hour) for one off projects such as:
- Individual stock research
- IRA/401k/529 Allocations
- General investment help