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welcome to the group.Rick will offer as-needed hourly advice to individual clients and institutional investors starting in April 2019 when a non-compete with his former company ends. Request to be notified when this service is available.
Rick Ferri also assists advisers and other financial professionals solve problems and pursue new opportunities. Whether the issue is investment management, brand awareness, succession planning, mergers and acquisitions, increased regulation, fee compression, technology disruption or the rise of robo-advisers – Rick’s 30 years experience can help you succeed in today’s marketplace. Contact Rick Ferri for more information:
"May you live as long as you want and never want as long as you live" -- Irish Blessing | "Invest we must" -- Jack Bogle
Assuming it's fee only, I wish Rick Ferri the best in this venture. The hourly fee model is the best pricing model for consumers. AUM costs more than what most people think. I've posted an estimate of the cost of VPAS's .3% AUM model on this thread. Hope more people realize the costs and switch to fee-only hourly fee models.