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: Our fee for Investment Management is based on the market value of assets under management. Cost ranges from $1,000 flat annual fee to 1%, 0.85% and 0.50% depending on account value.
Pricing: Our fee for Investment Management is based on the market value of assets under management. Cost ranges from $1,000 flat annual fee to 1%, 0.85% and 0.50% depending on account value.