For non-current advisory clients, we bill at a rate of $200 per hr for financial consultations given between the hours 9:00 AM and 4:30 PM, and $150 per hr
for consultations performed after 4:30 PM. This one-time consulting fee is waived for incoming clients. A financial planning advisory agreement detailing the scope and nature of the consultation must be signed prior to the appointment. To request this form and make an appointment, please email us at firstname.lastname@example.org.
Our clearing firm, Interactive Brokers LLC, does not charge a fee for incoming account transfers.
We provide these services in our office, over the phone or web, or at the place of your choosing. No walk-ins please.
To make an appointment, call 866-727-1532 or email us at email@example.com.
We accept Visa, MasterCard, American Express and Discover.
Interactive Brokers' Standard Disclosure:
INTERACTIVE BROKERS LLC IS NOT AFFILIATED WITH AND DOES NOT ENDORSE OR RECOMMEND JERSEY SHORE PORTFOLIO MANAGEMENT. INTERACTIVE BROKERS PROVIDES EXECUTION AND CLEARING SERVICES TO CUSTOMERS OF JERSEY SHORE PORTFOLIO MANAGEMENT. FOR MORE MORE INFORMATION REGARDING INTERACTIVE BROKERS LLC AND THE FEES CHARGED BY THIS FIRM, PLEASE VISIT WWW.INTERACTIVEBROKERS.COM.