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Old Field Advisors LLC
Cultivate Your Financial Harvest
Cultivate Your Financial Harvest
Cultivate Your Financial Harvest |
Old Field Advisors LLC provides fee-only financial planning
and portfolio services on an hourly or retainer basis.
As a registered investment advisor, we serve as a fiduciary
for our clients. We do not sell any financial products, nor do
we receive compensation from third parties such as mutual
fund or insurance companies. That means we avoid
potential conflicts of interest and work solely to maximize
your plan's value for you.
and portfolio services on an hourly or retainer basis.
As a registered investment advisor, we serve as a fiduciary
for our clients. We do not sell any financial products, nor do
we receive compensation from third parties such as mutual
fund or insurance companies. That means we avoid
potential conflicts of interest and work solely to maximize
your plan's value for you.
Working with Old Field Advisors
While we provide advice 'as needed', you should assume that the minimum time needed
for an initial engagement is three hours. (See the ‘Limited Edition’ option below). The
following guidelines will help you to anticipate the time and cost involved.
‘Limited Edition’ planning Not everyone needs or wants a full plan. If your concerns
or your budget are limited, our ‘Limited Edition’ option offers a three hour limited
engagement for $720 ($240 per hour). We’ll discuss your goal in advance, you’ll
provide us with the necessary information prior to our meeting and we’ll set up an
appointment for 90 minutes of one-on-one discussion. Following our meeting, we
provide you with a written summary and action plan.
* Please let us know when you call that you’re interested in a Limited Edition plan.*
Portfolio Reviews generally cost between $1,200 – 3,600, depending on how diverse
are your assets. The more accounts, securities and/or funds, the more time we’ll need
to spend on your analysis.
- Portfolio repair, Investment management and Hedging services
Old Field Advisors offers portfolio repair and investment management
services on an hourly fee basis as well.
The firm works with individuals, to customize protective or portfolio repair
programs implemented with exchange traded options.
Sub-advisor services are also offered to other firms who wish to add
that capacity to their offerings.
Retirement analysis generally run from $2,400 – 7,200, with implementation
assistance. Again, the more diverse your assets and/or the closer you are to
retirement, the more time we’ll need to spend on your plan.
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| ©2009 Old Field Advisors LLC. All rights reserved. |
| Please note that initial meetings are generally booked two to three weeks in advance, depending on location and time of day. If you have a critical deadline, please let us know. We will try to accommodate you, with a telephone conference if necessary. The Confidential Questionnaire and our Form ADV, can be found on the "Client Forms" page. To discuss how we can assist you, contact us at (631) 751-7230. |
