My financial services, educational offering, and activities have been reformatted as of June 30, 2021. I have rolled such activity, communication, and service into the “dp Research and Education Private Membership Association” (dpRE PMA). You can read about that structure by following the preceding link, reading the “Status Change…” post, or find the link in the site menu under “My Account”.
Prices and services are subject to change without notice.
dp Fee Schedule
| Description | PMA (private) | basis | per unit | PMA discount | Retail (public) |
|---|---|---|---|---|---|
| research | $150 | hour | 0.1 | -80% | $750 |
| analysis | $50 | hour | 0.1 | -90% | $500 |
| creative design | $150 | hour | 0.1 | -80% | $750 |
| documents | $35 | file | 1 | -93% | $500 |
| printing | $0.50 | page / side | 1 | -50% | $1.00 |
| expenses | cost | cost +15% | N/A | -50% | cost +30% |
| travel | $0.45 | mile | 1 | -50 credit | $0.75 |
| appearance | $350 | hour | 1 | -86% | $2500 |
| online presentation | $25 | hour | 0.1 | -90% | $250 |
| private presentation | $75 | hour | 0.1 | -70% | $250 |
| © easement | $0.15 | reach | 1 | -80% | $0.75 |
| invoice prep | $5 | issue | 1 | -80% | $25 |
The preceding is a schedule of fees offered in consideration for services currently available “under no duress”. Note that “public pricing” would also include taxes applicable at rates corresponding to your state and local venue which do not apply to trade in private. Public pricing is shown for reference; service is not currently offered to the general public. Membership application with dpRE PMA is open to all; participation pending approval.
Trade for service and outstanding invoice values are expected to be discharged or concluded within 15 days. All values outstanding beyond 30 days are subject to an annual rate of interest1, compounded daily, until outstanding balances are discharged to zero. I reserve the right to suspend service to trade partners who do not service trade in honor. Any materials held in trust available for return once outstanding balances are discharged.
With the structural shift to a PMA comes a broad expansion in available service and scope of discussion. There is no longer a limitation of topics of interest, restriction due to government regulation, nor requirements of licensing, since such service and activity is conducted “in private” among private association members and are no longer offered as “business services to the public”. Protection is expanded and costs of providing service are reduced, hence the drastic difference in public versus private fee values.
Members seeking help, stategy, or research and actionable information in financial areas for retirement planning and other investment may find this [personal information.pdf] worksheet a helpful guide. I use it to record client contact and financial information onto one page for reference in assisting them with their plans and goals.
NOTE: In preparation for any consultation, help us both by setting aside some prior time to consider your ideas, information, and questions and have them written out. It will help us both in getting you the information in which you are interested in the shortest time and lowest cost possible.
Here are a few of the topics, discussions, and research items I was able to produce and discuss recently with a dpRE PMA member in private, which I could not have done as a public service in business due to government restriction:
1 – The annual rate of interest as is determined by the effective rate of inflation at the time assigned plus 3%, subject to update monthly, as specified by 1980 Consumer Price Index standard tracked by Shadow Government Statistics.
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