My Approach
When you work with me, you work directly with me. There is no relationship manager, no call center, and no associate answering your questions. I built this firm on fixed fees because I wanted clients to get my full attention, not a percentage of their assets managed by a team.
I break the mold of traditional ongoing investment advisor fees by offering cost and tax efficient investing at a flat fee. You are always in charge, and I am available for consultations and portfolio check ins as needed.
My risk assessment process determines your risk score based on an analysis of your existing portfolio and your specific risk preferences in dollar terms, over both short and longer-term horizons.
To get started, complete my complimentary, confidential interactive risk questionnaire:
We respect your privacy - no spam, just your results.
Featured Publications
WHAT SETS ME APART?
Pay only for the advice you receive. My fixed fee, consultative approach means no commissions, no sales of financial products, and no ongoing asset value based fees.
You call or email me directly, and I respond myself. Every portfolio review, every consultation, every conversation is with me, not a junior associate.
Your First Step: Understand Your Risk Tolerance
Before you hire me or any other advisor, get your free assessment to align your investment strategy with your personal risk tolerance.
Your Fixed Fee Investment Advisor & Investment Coach
Your Fixed Fee Investment Advisor & Investment Coach
I empower individual investors by offering institutional level investment advice and coaching at a fixed fee.
I believe in putting you in control, giving you transparency, and optimizing your investment costs to help you reach your financial goals with confidence.
You get the benefit of institutional informed investment advice and personal coaching, tailored to your individual needs, from one advisor: me. I offer only non-discretionary advice and do not accept trading authority or custody of your assets.
Resource #1: Discover What Your Financial Advisor Isn’t Telling You
Andrew Parrillo’s book exposes the hidden costs and strategies of the investment industry.
Get your copy on Amazon now
Due Diligence Questionnaire for Clients to Ask Advisors
To help you determine whether what you’re paying (or are about to pay) your advisor is worth it, I have prepared a Complimentary Due Diligence Questionnaire
Bio
I bring uncommon perspective to those who wish to invest, based on 40 years of experience as an institutional investor, the last 25 years of which were with my own firm, Newport Capital Advisers LLC. Today I bring that same institutional level attention to individual investors, one client at a time, with no team standing between us.
Fixed Fee Investment Advice
You get institutional informed investment advice and personal coaching, tailored to your individual needs, directly from me.
Goal-Oriented Risk Assessment
Determine your investment goals and risk tolerance in dollar terms, so you can make confident, data-driven decisions with my guidance.
Complimentary, Confidential Interactive Risk Questionnaire
Discover your risk score and gain insight into your current portfolio and risk preferences.
We respect your privacy - no spam, just your results.