Let us help you reach your goals with an investment management plan tailored to fit your situation.
Investment Management Services
Our rate is calculated based on a percentage of those assets – usually between .35% and 1% of assets, depending on the complexity of your specific situation and the estimated annual hours of services. Financial planning services are included.
Annual Services Include:
- Asset allocation
- Performance reporting
- Tax advantaged financial planning
- Investment research and selection
- Retirement planning
- Goal planning – college savings through 529 plans, home purchase
- Liquidation of Restricted Stock Units(RSU) and Stock Options
- Monthly, quarterly, or annual meeting schedules
- Access to account aggregation site