Investment Management
We are in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a Client regarding the investment of Client funds based on the individual needs of the Client. Through personal discussions in which goals and objectives based on a Client's particular circumstances are established, we develop a Client's personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation targets. We will also review and discuss a Client’s prior investment history, as well as family composition and background.
Pricing: Cost ranges from $1,000 flat annual fee to 1% depending on account value. When investment advisory services are used, and at least $1,000,000 of assets are under management by MC, comprehensive financial planning services will be included in the investment advisory fee.
Pricing: Cost ranges from $1,000 flat annual fee to 1% depending on account value. When investment advisory services are used, and at least $1,000,000 of assets are under management by MC, comprehensive financial planning services will be included in the investment advisory fee.