Portfolio Consultation
Book an appointment for a personal session with the Investment Advisor to discuss your investment goals, risk tolerance and circumstances affecting your investment decisions. A portfolio evaluation will then be conducted to ascertain whether your portfolio is suitable to meet your goals and exposes you to a level of risk with which you are comfortable. Recommendations will then be made to most optimally align your portfolio with your stated goals and directly address individual needs.
PRICE: $25,000.00
Book a session and make payment below. Bookings without a corresponding payment will be canceled.
Confirmed bookings are guided by the these Terms.
Cancellation Policy: If you cancel or reschedule your session, please do so with at least 24 hours notice; sessions cancelled or rescheduled without 24 hour notice are non-refundable. If are absent from your scheduled session, the session will be non-refundable. If you are not present within the first 10 minutes of the scheduled session, you will be considered absent from the session.
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