Investment Management

Goals:

People who seek professional expertise and support to align their investment strategies with their financial goals. They see the value in partnering with an experienced Advisor to design, implement and manage an investment strategy, including investment research, analysis and selection.

Investment management clients view professional management as a way to accomplish investment objectives while freeing up valued personal time.

Services:

We design and implement an investment strategy appropriate to our clients' situation, risk tolerance and goals. Clients receive ongoing investment management guidance and services, which can include:

  • Investment goals
  • Risk tolerance
  • Investment strategy
  • Investment research
  • Investment analysis
  • Investment manager selection
  • Investment income planning
  • Tax efficient planning

Personalized management and communication through in-person meetings, video conferencing, phone calls and email.

Fee:

Annual advisor fees range from .55 to 1.00%. Investment management fees vary with platform and investment structure.

Advisor Fee Schedule:

  • $100,000 to $750,000:     1.0%
  • $750,000 to $2,500,000:       0.75%
  • Amounts above $2.5 million:   0.55%