Asset Management
Our Asset Management services include the following:
- Risk Tolerance assessment
- Asset Allocation Analysis
- Current Security Positions Analysis (if any)
- Asset Goals and Objectives Analysis
- Periodic Rebalancing
- Ongoing Advice & Oversight
- Quarterly Account Reviews
Advisory Fee Scale:
No consultation fee. Direct or Wrap Advisory Fees assessed for management of assets.
ETF/MF Portfolios
$10,000-$49,999 – 1.3%
$50,000-$499,999 – 1.2%
$500,000-$749,999 – 1.0%
$750,000-$999,999 – 0.95%
$1M-$2.5M – 0.75% - 0.90%
$2.5-$5M – 0.65% - 0.85%
Stock Only Models
$250,000-$999,999 – 1%
$1M-$2.5M – 0.90% - 0.95%
$2.5M-$5M – 0.80% - 0.90%