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.
