Wealth Management

Wealth Management2019-04-24T21:59:26+00:00

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 tax 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, interval funds, private REITs, structured notes, or options.

I have $250,000 and love personalized service
Financial Planning Investment Management Wealth Management
Cost 1% of AGI up to $1,600 0.03% per month 0.05 – 0.25% per quarter
Minimum Investment $0 No Minimum $250,000
Portfolio Construction Suggested Allocation Model Personalized
Phone & Email Consults
Online Document Storage
Online Account Access Holistic Overview
Performance Reporting
Online
Dollar Cost Averaging
ETFs
Mutual Funds
Liquid Alternatives
Bond Ladders
Automated Re-balancing
Electronic Deposits/Withdrawals
Retirement Planning
Basic
Budgeting / Cash Flow
Net Worth Tracking
Debt Management  
Education Planning  
Life Insurance Analysis  
Tax Planning  
In-Person Meetings Up to 2
Tax-Loss Harvesting
Individual Stocks
Individual Bonds / CDs
Private Notes
Options Trading
Structured Products
Approximate Annual Cost: One-time plan fee 0.36% Less than 1%
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