Fee
Structure and contact info:
Phone or e-mail contact: to determine
if IJD Evergreen can assist you, we offer a free 30-minute
consultation either at our office or by telephone. We ask
that you fill out and submit a short
questionnaire and send it to us before we talk.
During the first consult: we can
discuss in greater detail your needs and help you decide
which financial issues should be addressed first on a project
basis or by a more comprehensive plan.
Fee structure: Hourly rate is $175/hour.
Fees for financial and investment advice are based on actual
time spent in meeting in person or over the phone, researching
and analyzing your situation and recommending. It can include
implementing if you wish. We estimate a project fee in advance
based on work required. Clients receive objective advice
that fits their situation.
Payment
is due upon completion of the work for a single meeting;
Otherwise ½ of the estimated fee is due up front,
with the balance due upon completion of the project. There
is no billing.
Disclosures:
All
written content on this site is for information purposes
only. Opinions expressed herein are solely those of Irene
J. Dabanian, Principal, IJD Evergreen Financial Services
or her editorial staff. Material presented is believed to
be from reliable sources and we make no representations
as to its’ accuracy or completeness. All information
and ideas should be discussed in detail with your individual
advisor prior to implementation. Fee-only financial planning
and investment advisory services are offered through IJD
Evergreen Financial Services, a Registered Investment Advisor
in the state of Washington.
This
website on the internet shall in no direct or indirect way
be construed or interpreted as a solicitation to sell or
offer to sell investment advisory services to any residents
of any state other than the State of Washington or where
otherwise legally permitted. We are legally empowered to
provide investment advisory services to residents of Washington
and certain other states.
The
information on this website is advertising material and
is for general information purposes only.
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