Many new clients may desire on-going comprehensive services such as our Wealth Management program.
What is The Wealth Management Program?
The Wealth Management program is a personal advisory program providing on-going investment management (same as the Investment Management program), financial planning, and tax planning. It is designed to provide our clients with the peace of mind in having a dedicated financial advisor able to coordinate their investment and financial lives into a single holistic on-going financial independence program.
Who Will Benefit From The Wealth Management Program?
The program is designed for those who want on-going advice, education, and implementation assistance covering all aspects of their financial lives with the goal of establishing a long-term partnership with a trusted advisor. It is through this type of relationship that our clients receive the greatest service and cost benefits.
How is The Wealth Management Fee Calculated?
This service provides financial planning AND investment management with a flat fee that is based on a percentage of assets under advisement not exceeding 1% annually. Quarterly fees for our Investment Management program are subject to a $3,750 minimum amount, and therefore a portfolio of at least $1,500,000 makes the most sense.