PROFESSIONAL INVESTMENT MANAGEMENT
Full service investment and account management services. We determine the best strategy based on your entire portfolio, timeline, risk tolerance, and financial goals.
We provide an investment recommendation and work with you to implement and monitor your investment.
- time horizon & risk tolerance analysis
- account establishment
- contribution & distribution planning and transactions
- asset allocation/diversification
- non qualified transaction tax analysis
- tax-managed investments (as needed)
|Assets||Pricing**||Annual Meetings||Additional Financial Planning Services|
|<$300k*||1% + $100 monthly||1||includes 1 hour per quarter/4 hours annually of financial planning services|
|$300k-$750k||1%||2||includes ongoing comprehensive financial planning services|
|$750k-$1.5M||0.90%||3||includes ongoing comprehensive financial planning services|
|$1.5M+||0.80%||4||includes ongoing comprehensive financial planning services|
* accounts less than $300,000 taken on a case-by-case basis
**Pricing listed are advisor management fees, and do not include fund expenses