Can Serve Free LLC

Fixed/Hourly

Can Serve Free LLC offers online investment advisory services to individuals, businesses, and non-profits. The company specializes in providing tailored investment advice and portfolio management services related to publicly traded stocks and healthcare real estate investment trusts (H-REITs) focused on cancer/oncology. Clients can build specific investment portfolios based on their interests in different types of cancer. The company also provides free educational material and webinars.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Can Serve Free LLC offers several service packages with different features, all providing access to cancer/oncology stock information and portfolio tools. The fees are:

  • Standard Package - Quarterly Services: $150 per quarter
  • Standard Package - Annual Services: $480 per year
  • Enhanced Package - Annual Services: $720 per year, includes two 1-on-1 consultations
  • Executive Package - Annual Services: $960 per year, includes enhanced stock screening tools and daily analysis/alerts

Additional 1-on-1 consultations beyond those included in the Enhanced Package are $150 per hour.

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Location

1 Advisors at this firm

Can Serve Free LLC | TrueAdvisor