Your family. Your dreams. They are worth planning for.
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.
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.
Securities America and its representatives do not provide tax or legal advice; please consult the appropriate professional regarding your specific situation.