Investable Assets—$750K and up
Annual Fee for Investment Management

Fee Includes:

• Investment Management—Customized investment plan formulated to help achieve your long-term goals while managing your risk. Portfolio implementation and ongoing oversight provided by our investment committee. Eligibility for alternative investment offerings.
• Retirement Planning—Income strategy designed to preserve your style of living throughout retirement. Strategy formulated to cover health care costs.
• Wealth Management Planning—Personalized roadmap for addressing financial concerns that go beyond investing. Examples include but are not limited to:
  • Wealth Enhancement
  • Wealth Transfer
  • Wealth Protection
  • Charitable Giving
• Quarterly Regular Progress Meetings—Review of investment progress and milestones indicating the accomplishment of your goals. Review and updating of your advanced planning as needed.
• Personalized CFO Service—Our passion is to help you to make good financial decisions in all aspects of your life. We provide support as needed—by phone, email, and in-person meetings. Examples include but are not limited to:
  • Tax Strategy Support—Tax efficiency is key. Meetings may be conducted with your CPA.
  • Estate Planning Strategy Support—Find and facilitate the most tax-efficient way to pass assets along. Meetings may be conducted with an estate attorney.
  • Consulting for financial issues you face. Examples include—planning to care for elderly parents or special needs children; college funding.
• Invitation to events