This is a pre-paid service (subject to a maximum initial deposit of $499) and is intended for account valued at less than $250,000.
For Accounts Under $250,000
Investment Goals and Objectives
- Initial review: $50
- Updates: $25
Includes a one hour consultation to evaluate your investment goals: desired investment return, willingness to take on risk, income requirements, time horizon (example: how soon you will retire), desired cash for emergencies and large one-time expenses and monthly distributions, legal issues (including correct beneficiary designations), and other special issues that might influence the best investments for you.
Investment Review
Standard brokerage/advisrory/trust accounts, IRA, 401(k) and 403(b) Accounts With Only Mutual Fund Investments (per review)
- One Time(Annual): $50
- Semi-Annual: $45
- Quarterly: $40
Accounts With Individual Stocks and Bonds
- One Time/Annual: $10/asset
- Semi-Annual: $7.50/asset
- Quarterly: $6.00/asset
Full-Time Investment Management With Trading Authority: 1%/year
Clients who initially select periodic reviews but then opt for full-time investment management will be credited with the initial payment towards their full-time investment management fee.