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Growth Mode Advisory Services

Full Investment Management Services including Investment Review Meetings.

Minimum Investment Management Relationship: $250,000.

On Demand advice on time sensitive Financial Planning matters which arise between meetings.

Annual opportunity to implement of Financial Planning strategy in one of the following areas:

  • Investment Management Strategies
  • Tax Planning
  • Retirement Planning
  • Insurance Planning
  • Education Planning
  • Business Retirement Planning
  • Estate Planning
  • Protection Planning

Investment Management Fee Schedule

Investable AssetsPercentage*
$0,000 – $250,0001.50%
$250,001 – $500,0001.35%
$500,001 – $1,000,0001.25%
$1,000,001 – $2,000,0001.00%
$2,000,001 – $3,000,0000.75%
$3,000,000+0.65%

* Strategists fees (if any) may be in addition to Investment Management Fee. Fee Schedule is tiered. Fee schedule is subject to exceptions.

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