Retirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning Company
(Mon - Friday)
rkmann@aol.com
90 Hall Road, Suite 48, Sturbridge, MA, 01566
Retirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning Company

Services

How I Work

How I Work The client who can best take advantage of my services is age 40 – 60. He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and […]
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What I Charge

What I Charge Our clients usually pay 1% for traditional managed accounts of over $200,000. Our active managed accounts usually pay 2% per year.  Interactive Brokers, LLC. is our discount brokerage recommendation. They often charge $1.00 for 100 shares of stock or $1.00 for 1 option on U.S. markets. Their executions are excellent because they […]
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Who I Serve

Who I Serve The client who can best take advantage of my services is age 40 – 60. He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and […]
Read More