2425 Olympic Blvd., Ste 4000W, Santa Monica, CA  90404

  424-999-8093

  reFresh Investments

THE PRICING ADVANTAGE - ADVICE ONLY

reFresh Investment is an advice-only investment firm that provides financial advice at an hourly rate or flat fee.  Our fees are transparent and simple.  Unlike traditional advisory firms that charge a fee as a percentage of your assets regardless of time spent on your portfolio, we only charge for actual services rendered on your account.  This may save you up to 90% of the typical fees paid under the traditional financial advisory model.  Additionally, the Advice-Only pricing structure allows us to be completely unbiased and independent in our analysis and recommendations.  Ultimately, you pay less fees and keep more of your assets.  Yes, simple and transparent.

 

 


No Minimum Portfolio Size 

No Associations with Any Products or Funds

Non-Commission Based

No Affiliations with Large Banks or Brokerage Firms


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