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Ongoing Wealth Management Services

Full Investment Management Services including Review Meetings.

On Demand advice on time sensitive Financial Planning matters.

Coordination and full assistance for Implementation of Financial Planning strategies and activities with other professionals.

End of Year Tax Planning

Opportunities to implement multiple Financial Planning strategies in one of the following areas:

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

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 – $3,000,000.75%
$3,000,001+.65%

* Platform fees (ranging from .10% to .30 %) are in addition to Investment Management Fee. Fee Schedule is tiered. Fee schedule is subject to exceptions.

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