A full-service financial planning and investment management relationship
Advisor leads the financial planning and investment management relationship
Advisor provides analysis, reports, and regular communication with client; makes trades as needed
WHO REQUESTS THIS SERVICE?
Those who prefer that an Advisor manage their investments
Those who either do not desire to follow markets or simply do not have the time
Billed as a percentage of assets managed.
Our fees range from 1.00% of assets managed down to as low as 0.20% and are extremely competitive.
We don’t “graduate” our pricing whereas many firms do (e.g. 1.5% on the first $250,000, 1.25% on the next $250,000, 1.00% on the next $500,000, etc.). This can result in several thousand dollars in savings per year.