Our Portfolio Management service offers continuous and ongoing investment management to help achieve your financial goals through the development of a customized Investment Plan. All choices are driven by your goals, objectives, and risk tolerance.
INVESTMENT GOALS MAY INCLUDE:
Major Purchase (Home, vehicle, etc.)
Major Event (wedding, birth of a child, etc.)
Preservation of Capital
You may have goals that are not included in this list. Not to worry, this list is not intended to be comprehensive. Rather, it is intended to demonstrate the scope of our work together and the various considerations to explore.
Portfolio Management fees are based on a percentage of assets managed and billed quarterly. Rates start at 1.1% of Assets Under Management (AUM) with fees decreasing as assets managed increase, along with a one-time, upfront onboarding fee of $500. Please call or email to request a full list of our tiered AUM-based fees.
Once you decide to become a client, we will request that you provide a list of documents for us to review. This could include documents such as account statements, pay-stubs, and pension projections. We then analyze this information to create your customized investment plan. It’s our job to help you see the big picture and the possibilities. We will work together quarter by quarter to update and implement your plan over time.
Some common examples of analysis we will provide (other than traditional investments) are stock compensation, concentration in a single stock, multiple investment accounts, and rental real estate.