Our Ongoing RelationshipOnce we've mapped out your financial destination together, it's time to implement and follow through on that plan. Here's where our wealth management services take over, providing you with ongoing financial guidance. It's like having a personal CFO.
This phase includes the management of your investment portfolio, establishing or fine-tuning insurance programs, advising on various tax issues, and addressing other factors that might affect the growth or distribution of your estate. We'll anticipate and address these issues well in advance, giving you plenty of opportunity to absorb how an ever-shifting landscape affects your personal plan.
Wealth Management services are generally most appropriate for those with $500,000+ to place under our management. Fees for investment portfolio development, monitoring and ongoing service are calculated as a percentage of assets under management through a fee based account platform1. The schedule is as follows:
| Advisory Assets |
Annual Fee |
 |
Up to $1,000,000 |
1.00% |
| |
$1 - $2 million |
.80% |
| |
$2 - $3 million |
.70% |
| |
$3 + million |
negotiated |
Initial ConsultationNot sure about committing to a comprehensive planning relationship? We suggest you come in for a complimentary consultation with one of our advisors. Let's see if the chemistry is there and our philosophies match. If so, it could be one of the best moves you can make.
1Fee based assets are held in accounts at Linsco/Private Ledger Securities (LPL). LPL is the largest broker dealer in the country serving independent advisors.
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Planning for your future can be overwhelming. Let us develop a strategy to ease the stress and worry of planning for your future.
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