FMN offers investment advisory services for a percentage of assets under management, hourly charges, quarterly charges, and fixed fees. These fees are negotiable. Clients who participated under Management prior to July 1, 2002, are subject to a minimum annual fee of $1,000. Financial planning fees range from $500 to $25,000. Quarterly consulting fees also range from $500 to $25,000 annually. Hourly consulting is $300 per hour. Quicken consulting ranges from $300 to $500. Quicken Bookkeeping Consulting ranges from $500 to $3,500 per month. QuickBooks Bookkeeping Consulting ranges from $125 to $500 per month. Income tax preparation fees vary depending on the complexity of the returns.
26041 Acero, Mission Viejo, CA, 92691
Get directionsJeffrey is an independent insurance agent licensed in life, accident, and health insurance, dedicating a few hours per week to insurance sales. He is also the President of the Men's Golf Association at Aliso Viejo Country Club and a minority owner of FMN Centerpointe West LLC.