For non-investment related services, DeafInvest charges hourly rates plus add-on charges based on the request.
Financial Planning
You want DeafInvest advisor to look at your family or individual finance to get inputs to see which to change, which to keep, which to remove to arrive your goals? DeafInvest Advisor can conduct the financial planning through video call, email, and in person if live in VA, DC, or MD and can come to DeafInvest office at Tysons, VA.
The financial planning is a map of paths drafted that can be followed over time to meet the goals. Your goals will be analyzed if they are feasible or not. You will receive a financial plan report.
Financial Planning hourly rate is:
● $100 an hour plus federal standard mileage if driving to meet in person in DC, MD, or VA.
Investment Research & Consulting
You got a proposal to invest your money, and you need someone’s expert opinion to know if that investment is real, has a chance, or is a scam? DeafInvest advisor can perform the research and give consulting to you about the investment, specific security, or project that requires your financial commitment.
You will receive a report contains Deafinvest advisor’s analysis, assessment and advice. The investment research & consulting will be done through e-mail and video call.
Investment Research & Consulting hourly rate is:
● $100 an hour
Investment Research & Consulting
DeafInvest advisor is available to give a workshop or seminar on a specific financial or investment topic, in person or through video call. We’ll explain about different tips and kinds of securities, frauds, financial concepts, emerging trends in investment world, and personal finance. The audience can be students, senior citizens, members of an organization, or investors.
The Seminar is usually short, one topic only, has a small audience and contains one speaker. The Seminar typically focuse on the speaker not the audience’s input.
The Workshop is usually longer, more than one topic, has a bit larger audience than a seminar, and can hace more than one speaker. The Workshop typically allows the audience to converse with the speaker.
DeafInvest advisor will not and is prohibited from soliciting about DeafInvest services or investments during workshop or seminar. If the audience would like to know more about DeafInvest service or investment than that can be done afterwards and privately.
Seminar or Workshop hourly rate is:
● $100 an hour plus travel expenses such as lodge, meal and flight with approval of the requestor. Flat fee is available for more than one day .
TAX PREPARATION
Tax Preparation is available through a partner firm DeafTax and the rates are for investment clients only. The type of the tax preparation available is federal and state income tax return for individual, married, trust, estate, and business who is an investment client of DeafInvest.
No fee for all-inclusive investment clients.
50% of the DeafTax published price for portfolio only and robo-advisory investment client up to $500K assets under management then 25% of the DeafTax published price for assets over $500k under management
DeafTax published price can be found at HERE under “Pricing”.