Waves

PORTFOLIO REVIEW

Book your appointment below.

 
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Assets totaling

$10000-$149,999 and/or less than 15 holdings

$349

Assets totaling

$150,000-$399,999 and/or less than 25 holdings

$445

Assets totaling

$400,000-$699,999 and/or less than 40 holdings

$649

Assets totaling

$700,000 or greater and/or 41+ holding

$795

 

As stated in our "about" tab and "performance" tab, John is not an active advisor, RIA or CPA. Please read our disclaimer here ( insert same disclaimers at bottom of performance tab ) for important additional information about the risks of investing.