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Services
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Asset Management
• Asset Management Asset allocation analysis
• Ongoing portfolio evaluation
• Quarterly performance
• Coordination with attorneys, accountants and other professionals
• Frequent communication with clients
Financial Consultation
• Goal setting
• Cash needs analysis
• Retirement needs analysis
• Defining asset allocation
• Comprehensive financial plans as well as single service options
Fee Structure
We are compensated on a fee-only basis. We never receive commissions or referral fees. Fees are calculated depending on the services provided by applying one of the following methods:
• Percentage of assets managed
• Flat fee
• Hourly rate
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