Services

Your Family. Your Dreams. They Are Worth Planning For.

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
  • 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.

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.

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.

Disclosure: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IL, KS, LA, MO, NE, OK, SC, TX, UT, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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