"I want my business to pencil every time that they pay me."
Grillo Invest Grillo Invest
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 Published On Apr 25, 2024

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There is a safety that advisors perceive with the 1% model.
That is because there is some #opacity there.

"I want my business to pencil every time that they pay me." - #hourly planner Kevin Estes

Not only does an hourly planner have to justify every dollar they are paid, they have to be paid "out of pocket" by the client, instead of just having their fee debited out of the client's assets at the custodian.

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Disclosures
Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program mentioned herein. Nothing in these materials may be construed as an investment, insurance, or financial recommendation. For such a recommendation, consult with a financial advisor.

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Grillo Investment Management, LLC does not claim that any of the information presented herein is accurate and can not be held accountable for the results of any actions taken based upon such information. The views expressed by guests do not necessarily represent those of Grillo Investment Management, LLC. Forward looking projections are entirely hypothetical in nature and may not be interpreted as guarantees of any sort. Please conduct your own modeling and research before undertaking any type of security or insurance policy transaction, and consult with a financial, tax, or insurance advisor.

Any similarities to individuals deceased or living is entirely coincidental.

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