Our Service Commitment and Fees
Depending on the needs of the client we can develop a Customized Wealth Management Plan and or a Retirement Forecast Report. The Customized Wealth Management Plan sets objectives and defines how and why the portfolios are constructed. It includes portfolios with strategies that balance their goals against their risk tolerance. The Retirement Forecast Report is a hypothetical projection of their plan, from today through their retirement years.
Minimum Account Value To Open Account
The minimum account value is based on what the clients objectives are, and the strategies chosen by the client.
Management fees are based on the value of your account and the level of services you wish to receive.
Client services - We recommend two formal client reviews per year. Services are tailored to the needs and desires of the client.