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Our investment and financial advisory practice is fee-based. Our advisory fees are calculated as a percentage of assets under management and deducted monthly from your account. Our fees are not based on trading activity or commissions. Our account minimum is $500,000. Other fees may apply based on investment program selected.
We also offer Financial Planning engagements for a flat rate starting at $2,500 and hourly services at a rate of $300/ hour.
Check out the background of these investment professionals on FINRA's BrokerCheck
Registered Representative, Securities offered through Registered Representatives of Cambridge Investment Research, a broker/dealer, Member FINRA/SIPC. Investment Advisor Representative, Advisory services through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Protected Investors of America and Cambridge are not affiliated. Denise is registered to sell securities in the states of AK, AL, AZ, CA, CO, FL, GA, HI, ID, MA, MI, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WY