Our Services
We provide two primary services for clients:
1. Financial Advisory/Investment Management. This service is for the client
looking for a long term advisory relationship. With this service, we will help you:
This service entails regular meetings (generally quarterly). We will provide you
with quarterly performance reports.
The fees for this service are based on assets under management.:
Up to $500,000……………...1.00%
$500,000 to $1,000,000……..0.90%
$1,000,000 to $3,000,000……0.70%
Over $3,000,000……………..0.50%
(Minimum annual fee of $3,000. Fees listed are annual fees, charged quarterly.)
2. Financial Planning Service. This service is called the Financial Tune-Up. It is
a review of your goals and objectives and your current finances with specific
recommendations for your situation. To learn more about this service, please
go here.
1. Financial Advisory/Investment Management. This service is for the client
looking for a long term advisory relationship. With this service, we will help you:
- With any ongoing financial planning issues including tax planning, estate
planning, insurance, retirement income needs, and investments.
- Develop and implement an investment policy statement based on your
goals and objectives.
- Provide investment management services through.
This service entails regular meetings (generally quarterly). We will provide you
with quarterly performance reports.
The fees for this service are based on assets under management.:
Up to $500,000……………...1.00%
$500,000 to $1,000,000……..0.90%
$1,000,000 to $3,000,000……0.70%
Over $3,000,000……………..0.50%
(Minimum annual fee of $3,000. Fees listed are annual fees, charged quarterly.)
2. Financial Planning Service. This service is called the Financial Tune-Up. It is
a review of your goals and objectives and your current finances with specific
recommendations for your situation. To learn more about this service, please
go here.
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