Frederick M. Hanish
FOUNDER & MANAGING MEMBER
Flat-Fee, Transparent, Personalized Wealth Management—blending the best of Warren Buffett, Jack Bogle, and David Bahnsen. We do our best work for entrepreneurs and landowners: farmland, ranch-land, waterfront, timber, and recreational ground.
Every serious investor over the age of 45 has a lightbulb moment—when they realize they’re going to need BOTH passive income that keeps growing faster than inflation AND long-term wealth creation—that’s when they hire us… or are most appreciative they already hired us years earlier.
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We have no minimum portfolio size. We serve clients from $500K to $25 million plus.
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We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide. This is the first area where we can typically reduce our clients’ fees.
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Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU. The sooner we start working with you, the sooner we can be building the imperative bond of trust that comes from collaborating as a team.