Investment Management
Annual Fee: 0.7% - 1 %
Once we have created a financial plan, you have the option to utilize our team for your ongoing investment management. Services included:
Manager and security selection
Tax loss harvesting
Ongoing due diligence for portfolio managers, risk mitigation, and expense management
Portfolio rebalancing
Cash flow management
Facilitation of required minimum distributions
Facilitation of Qualified Charitable Contributions
Roth conversion Strategies & Implementation
Tax-sensitive and socially responsible investment strategies
Coordination with your CPA to ensure careful tax planning
Coordination with your estate planning attorney to ensure optimal charitable giving
Depending on the size and complexity of your portfolio, you can expect to meet with our team 1-2 times per year to discuss your investments.
Our Advisory Fees
For investments up to $1,000,000 | rate of 1.0% of managed investments
For investments between $1,000,001 and $2,000,000 | rate of 0.9% of managed investments
For investments between $2,000,001 and $5,000,000 | rate of 0.8% of managed investments
For investments over $5,000,000 | rate of 0.7% of managed investments
*Administrative charges, investment management fees, and execution/clearing/custody fees may also apply.
Schedule an Intro Call
Simply interview us. We’ll answer your basic and complex questions and give you a chance to get a sense if we’re a good fit for you.