Our Fee Structure

1% Annual Fee for Assets Under Management. Maximum Fee is $10,000 per year.

Included Services:

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•  Personalized Financial Plan 

• Retirement Income Planning

• College Savings planning

• Risk Management review and planning

• Charitable gift planning

• Integrated tax planning

• Estate Planning

• Social Security Optimization

• Medicare Review

Investment Management: 

• Development and review of Investment Policy Statement;

• Quarterly Performance Monitor

• Discretionary asset management

• Portfolio Rebalancing

• Tax-loss harvesting

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Reporting:

• Monthly Market Commentary

• Quarterly Portfolio Analysis and Performance Reports

• Ongoing financial planning and advisory services

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A'La Carte Services available for those clients just starting out or looking for Financial Planning Only.

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We believe that a comprehensive financial plan is the core of our client relationships. Investing isn’t just about growing your portfolio; it’s about aligning your portfolio with your specific goals. Whether it is generating retirement income, determining when to take social security, or putting back the pieces after a major disruption in your life, your goals come first in developing an investment strategy.