Our signature service combines ongoing portfolio management with holistic financial planning guidance, combined in one convenient package.
We prepare a customized roadmap showing you the path to a secure financial future. Our financial planning guidance – encompassing retirement, investments, tax, budgeting, estate planning, college, and insurance – will put you in charge of your tomorrows.
Analysis of your current financial condition, goals and objectives, and development of a personal investment plan appropriate to your individual circumstances, needs and goals. Design and ongoing management of a customized portfolio that responds to changing economic and personal circumstances. Periodic client meetings to review and update your objectives and financial status, provide an evaluation of your investment portfolio, and measure progress toward your goals.
Wealth Management Fees:
Annual wealth management fee is based upon the value of your managed investment portfolios, using the following fee schedule:
- 1.00% of managed assets per year for the first $500,000 in assets
- 0.75% of managed assets per year for assets over $500,000 and up to $1,000,000
- 0.50% of managed assets per year for assets over $1,000,000
- Minimum annual fee of $2,000 (or $500 per quarter).