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Client Services and Fee Schedule
- Asset Allocation - a
comprehensive and flexible approach to the management of assets,
based on diversification within asset classes. A wide variety of
no-load financial products are utilized to attain goals.
- Comprehensive Financial Planning
- Clients' goals and objectives build the foundation for individualized
financial plans. Clients' input determines objectives, establishes
risk tolerance and targeted return dollars. Plans are monitored
quarterly and updated to reflect the clients' changing needs.
- Absolute Confidentiality
- Your privacy is always respected and kept in the strictest confidence.
- Goal Setting - Advisors
and clients work together to attain goals based on realistic inputs
and economic outlooks. Careful consideration and thorough research
comprises the decision making process for evaluating investment
alternatives.
- Tax efficient management of assets
- Assets held outside of retirement plans are monitored to maximize
after tax returns. Pension plan distributions are part of the tax
consideration process that goes into the appropriate liquidation
of retirement assets.
- An "extra set of eyes" - Hourly services are available to evaluate existing portfolio management. Reviews are conducted to insure clients' total returns, tax efficiency and appropriateness of asset allocations.
Fee Schedule
- There are no fees for the initial office
consultation.
- There are no entrance or exit fees associated
with services.
- Hourly services are available at a flat
fee of $125 per hour.
- Discretionary services are available for clients that wish to have active portfolio management.
- No annual account fees
- No trade fees
- Asset Management Fees are based on the following annualize schedule and billed quarterly.
Annual %
Account Balances
1.50% annually $100,000 - $249,999
1.25% annually $250,000 - $499,999
1.0% annually $500,000 - $999,999
.75% annually $1,000,000 +
1.50% annually $100,000 - $249,999
1.25% annually $250,000 - $499,999
1.0% annually $500,000 - $999,999
.75% annually $1,000,000 +
