Your family. Your dreams. They are worth planning for.

We deliver with dignity and discretion the personalized service that has all but vanished from the financial industry.

Our services levels include:

Clients with investments between $25,000 – $250,000

  • Creation of a customized wealth plan
  • Regular communication via phone or email
  • Annual face to face review
  • Bi-Monthly Newsletter
  • Online account aggregation and on-demand account access
  • Portfolio allocations that are built specifically for you with regular updates
  • Access to your personalized online vault for safe storage of your important documents.

*Plans are fully customized, so fees can vary.  However, typical investment management fee at this level is 1.00% annually.

Lance Harshbarger

Clients with investments between $250,000 – $1 million

All services mentioned above plus:

  • An additional face to face meeting.
  • Annual meeting with your CPA at your request
  • Annual meeting with your Attorney at your request
  • Comprehensive retirement income analysis
  • Transactional services for individual securities at no charge
  • Review of all beneficiary designations

*Plans are fully customized, so fees can vary.  However, typical investment management fee at this level is .85% annually.

Lance Harshbarger

Clients with investments over $1 million

All services mentioned above plus:

  • Unlimited face to face meetings at your request.
  • Discounted asset management fees
  • Family meetings at a location of your choosing
  • Full Insurance Review
  • Full Trust services

*Plans are fully customized, so fees can vary.  However, typical investment management fee at this level is .5% annually.

Securities America and its representatives do not provide tax or legal advice; please consult the appropriate professional regarding your specific situation.

WE’D LIKE TO HELP YOU IN ANY WAY THAT WE CAN.
CONTACT US TO SCHEDULE AN APPOINTMENT

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