Compensation method(s): Fee-only, based on project and/or percentage of assets under management
Fee for managing assets: 0.50% ($100,000 minimum)
Hourly rate: $150
Client demographics: Professionals, retirees, and “good savers” from North Carolina to California
Education: BS in economics from the Wharton School of the University of Pennsylvania; MBA in accounting from the University of Michigan
Previous incarnations: 18 years on the audit staff of Price Waterhouse, law firm administrator, member of the campaign staff of Senator Albert Gore, Sr.
Professional designations: CPA
Outside interests: Habitat for Humanity volunteer construction supervision, church choir, foreign travel (especially in the United Kingdom)