REGISTERED INVESTMENT ADVISOR BROCHURE
Pursuant to the RIA requirements, the five sections of my brochure may be reviewed below:
EDUCATION: Essentially the same material you find under resume
EXPERIENCE: Major focus for last 25 years is in comprehensive planning- prior years in all elements of real estate
PLAN: What areas can be addressed. Note that it will be superceded, at least in part, by an individual contract.
FEE: Various fee structures for different analysis. Will also be superceded by individual contract of exact work to be covered.
LETTER OF UNDERSTANDING: Defines the scope of work.