For married professionals 55+ with $250,000 or more in investable assets
Fee-only · Fiduciary:Most portfolios are managed by someone paid to sell you a product — not by a fiduciary
Get your $250,000+ portfolio managed by a fee-only fiduciary paid a fee based on assets under management — not commissions for selling products.
Watch the short overview, then book a free 45-minute portfolio review with Rowe Consulting Group, LLC — an SEC registered, fee-only fiduciary. No obligation, nothing to buy on the call.
Watch the short portfolio management overview
Video / VSL
REPLACE WITH CLIENT'S VSL — paste the video embed code here (YouTube / Vimeo / Wistia / VSL player).
Answer a few questions and schedule your free 45-minute consultation call.
The questions tell Bob and David what you hold and how your assets are managed today, so the call starts with your situation instead of paperwork. The call runs 45 minutes over Zoom and there is no obligation.