Physician Advising LLC (PA) provides financial planning and investment management services. The firm offers hourly financial planning on various topics, including business, cash flow, debt, education, employment, estate, financial goals, insurance, investment, property, retirement, risk, and tax planning. PA also offers investment management services to clients engaged in an active hourly financial planning agreement.
Fee Structure
Physician Advising LLC offers investment management services at no additional fixed fee to clients who are already engaged in an active hourly financial planning agreement. Investment management may include identifying an asset allocation strategy that balances your financial goals and risk tolerance, which is implemented by Physician Advising at a qualified custodian. Either you or Physician Advising can terminate the engagement at any time without cancellation fees.