Wealth Management Services

Tailored For You

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  • Our ability to advise on multiple asset classes from Securities, to Business, to Real Estate sets us apart and allows us to provide the right solution to our clients  
  • We advise with a teachers heart seeing every opportunity as an opportunity to increase the financial IQ of our clientele 
  • Because we know that no two financial situations are the same, all of our advice is tailored to meet your needs
  • All of our communication is done remotely, allowing you the freedom to meet with an advisor when it is most convenient for you 
  • We’ve published our fee structure so that there are never any surprises 

Engagement Approach

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Implementation Plan ($299)

  • Not sure where to start your investment journey? The implementation plan will get your finances to a place where it can start to contribute in a significant way to your investment strategy
  • Along with the 4 steps it takes to complete your implementation plan, you will receive helpful information material to read at your leisure
  • One 15 minute discovery call, followed by two 1 hour information sessions allowing our advisors to learn your specific situation and provide custom advice

Investment Strategy ($299)

  • Receive a financial target for achieving your investment goals
  • Includes your Cash Flow, Investor Risk Profile, Important benchmarks, and informational reading materials
  • Articulate and codify your goal and mission statement increasing your chances of achieving them
  • One 15 minute discovery call and two 1 hour information session calls to allow your advisor to fully understand your specific situation
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Financial Coaching ($99/hr)

  • Provides experienced insight on various financial situations dealing with real estate investment questions, to general investment strategies
  • Work with advisors that have a teachers heart, our advisors are not here just to help money grow but to help people grow
  • A low cost way to receive financial advice from people who practice what they preach
  • No commitment to a long term plan allows for client flexibility, call us when you need us

Club RINO+ Membership ($100 / 3 months)

  • Ready for a one-stop shop that answers all of your financial questions? Register now for Club RINO+ to gain exclusive access to all of our resources
  • Club RINO+ is the financial literacy ecosystem of the future. The RINO Lounge provides like-minded RINOs an opportunity to come together and learn
  • The Student Portal gives you access to all of the courses you have enrolled in, Wealth Guides and Wealth Checklists provides tips and best practices to build wealth, and financial calculators help you with financial goal setting
  • After taking our Real Estate Investing course you will have achieved a big enough portfolio that will need to be managed which is why we offer the owner portal to track your growing assets

Debt Paydown Plan ($49)

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Personal Financial Score ($49)

  • If you are curious where you stand financially; The Personal Financial Score will give you gauge on how well you stack up based on your current financial status.
  • The Personal Financial score will utilize data that you provide based on your current income, asset mix, and overall net worth in order to provide you with a personalized score based on a variety of different factors.

HOURS OF OPERATION

5 - Step Financial Consulting Phase

Step 1

Set Goals based on current income

Step 2

Financial Math: Calculate path to reach goals

Step 3

Assess Risk Level Tolerance

Step 4

Portfolio Consulting & Rebalancing

Step 5

Routine Benchmark of Progress towards goals

Client Communication / Workflow Levels

  • Scheduled Presentations
  • Progress Reports
  • Flexible Dates
  • Hourly Rates
  • Emergencies
  • Concise Review Sessions
  • Financial Event Consulting
  • Hourly Rates
  • Any Questions
  • Our eNewsletter
  • Any Admin documents
  • Fee Summaries
  • Online CLUB RINO Access
  • Online Meeting Scheduling
  • Online payment portal

Advisory Fees Structure

($100-$200/Hour & Tax)

A typical fee approach for clients seeking a one-time consulting engagement.

RINO INVEST Education Courses

Financial Tracking Templates (Excel, Power BI)

Minimum $100,000; a single advisory fee each year governing investment portfolio design and management as well as basic ongoing financial  planning services (Quarterly)

Partnered Real Estate Investment Strategy

Acquire Bank Statement’s or Proof of Funds from prospective client.

Assess Cash on Cash return of property and potential monthly cashflow.

Once the Investment assessment is complete and property is found. Enter into a PA agreement for the real estate purchase with client.

RINO INVEST will manage the property and take a pro-rated fee from the partnered clients cashflow in the property.

Matt Pettit, CIO

Matt Pettit serves as the Chief Investment Officer of RINO INVEST as well as serving in the United States Army as a Captain. He is a 2015 Graduate of Wofford College with a degree in Accounting, he previously managed an $88 million budget in the Army Finance Corps and is currently a Senior Financial Analyst for a privately owned company.

Favorite quote:
“Money is a terrible master but an excellent servant.”
P.T. Barnum