Hourly Consulting
A second opinion on your investment process, from portfolio construction to trading workflows. Sometimes you just want a straight answer from someone who isn't trying to win your clients’ assets.
Not ready for an ongoing engagement? Hourly Consulting gives you access to the same expertise I bring to Strategic CIO Coaching, applied to a single, defined project. Bring HPM a question, a portfolio, or a workflow. No retainer, no ongoing commitment.
Who This Is For
$500 per hour. Billed in arrears once the work is delivered.
A three-hour minimum, or $1,500. We always set a fee cap in advance, so the project can’t run past what you agreed to.
What It Costs
Before I start, I scope the work with you in a written Statement of Work, so you know exactly what you’re getting and what it costs. It defines the deliverables, the timeline, and the not-to-exceed cost cap.
Advisors bring me projects across any of these topics:
Investment philosophy
Investment due diligence
Asset allocation and portfolio construction
Trading workflow and systematic rebalancing optimization
Tax-loss harvesting
Technology stack
Client communication, overcoming objections, and current events
Case support
A review of your investment philosophy, an analysis of a prospect portfolio, assistance with investment due diligence, or building out a workflow. If it’s a defined project, it fits here.
What HPM Offers
Portfolio analytics, written reviews, and custom video commentary provided under a Statement of Work are educational, macro-level, and strategic only. HPM does not provide specific security selection, individual trade recommendations, or retail suitability determinations. You retain sole responsibility for KYC and suitability determinations for your own clients, and must redact all client-identifying information before sharing any portfolio data. These deliverables are for your firm’s internal use and may not be shared or distributed directly to retail End-Clients. This service does not grant HPM discretionary authority over any account.