For clients who have us manage more than $250,000, we offer comprehensive wealth management that includes customized investment management AND our PREMIUM financial and estate planning service for one quarterly advisory fee. Personalized portfolios typically utilize ETFs and mutual funds, but may also include individual stocks, private notes, CDs, individual bonds, hedge funds, or options.

I have $250,000 and love personalized service
Financial Planning Investment Management Wealth Management
Cost Free – $50/mo. – $80/mo. 0.03% per month 0.05 – 0.25% per quarter
Minimum Investment $0 $1,000 or auto-contribution $250,000
Portfolio Construction Suggested Allocation Model Personalized
Phone & Email Consults Interactive & Premium
Online Document Storage Secure Vault Statements and Tax Docs Secure Vault
Online Account Access Holistic Overview
At Custodian(s)
Performance Reporting
Dollar Cost Averaging
Mutual Funds
Liquid Alternatives
Bond Ladders
Automated Re-balancing
Electronic Deposits/Withdrawals
Retirement Planning
Budgeting / Cash Flow
Net Worth Tracking
Debt Management Interactive & Premium
Education Planning Interactive & Premium
Life Insurance Analysis Interactive & Premium
Tax Planning Interactive & Premium
In-Person Meetings Premium only
Estate Planning (organizer) Premium only
Tax-Loss Harvesting
Individual Stocks
Individual Bonds / CDs
Hedge Funds
Private Notes
Options Trading
Structured Products
Approximate Annual Cost: Less than $1,000 0.36% Less than 1%
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