We are “all-in” with you and we want you to be “all-in” with us.
Our fee schedule includes both investment management (IM) and ongoing financial planning (OFP) services. Our fee is based on a percentage of investable assets. Fees are billed quarterly in advance.
Market Value of Portfolio
Annual IM & OFP Fee
Note: Minimum fee is $5,000 per year
The Investment Management above includes:
- Analysis of current position
- Initial and ongoing financial planning
- Asset allocation study
- Selection of investments
- Performance measurement
- Tax loss harvesting
- Periodic review meetings