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After you submit the quiz, Fred Hanish will review your results and send you a personalized advisory video tailored specifically to your financial situation.

Frequently Asked Questions

  • We have no minimum portfolio size.

  • We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide.

  • Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU.