Daniel M. Stern, LLC provides hourly financial planning and investment advice. Financial planning may include advice on cash flow, debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation and specific investment selection. The engagement terminates upon delivery of the plan or advice. Periodic financial check-ups and portfolio reviews are recommended, and it is the client’s responsibility to initiate these reviews.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning and investment advice services are billed at $350 per hour, in six-minute increments.
- Fixed fees may also be charged based on the hourly rate multiplied by the approximate number of hours anticipated to provide the service.
Hourly Rate:$350/hr
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