Our Fee Structure
1% Annual Fee for Assets Under Management. Maximum Fee is $10,000 per year.
Personalized Financial Plan
Retirement Income Planning
College Savings planning
Risk Management review and planning
Charitable gift planning
Integrated tax planning
Social Security Optimization
Development and review of Investment Policy Statement;
Quarterly Performance Monitor
Discretionary asset management
Monthly Market Commentary
Quarterly Portfolio Analysis and Performance Reports
Ongoing financial planning and advisory services
A'La Carte Services available for those clients just starting out or looking for Financial Planning Only.
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.