Annually
- Review an investment strategy based on your needs, time horizon, and risk tolerance.
- Analyze if you’re on track to meet your financial goals.
- Provide an inventory of your insurance policies to look for possible gaps.
- Map out your current estate plan to see if it still resonates with your wishes.
- Consider different tax strategies for you to review with your tax-preparer.
Quarterly
- Contact you regarding one of the annual items.
Daily
- Monitor your investment portfolio relative to your investment strategy.
As Needed
- Respond to any one-off questions or financial needs.
A detailed list of services can be provided upon request.
Sell you insurance products or
provide insurance advice.
Draft legal documents or
provide legal advice.
File tax returns or
provide tax advice.
However, I do enjoy collaborating with your agent, attorney, and tax preparer, when appropriate and with your permission.
I can also refer you to outside professionals, if requested. I’m not compensated for any referrals.
- Initial conversations are complimentary. Let’s make sure I’m a good fit for your needs.
- Fees are assessed at the end of each quarter and are based on a percentage of the assets under management, ranging from 0.85% – 0.50% annually, subject to a minimum fee of $6,400 per year ($1,600 per quarter).
- No minimum investment size is required.
- All wealth management services (financial planning and investment management) are captured in our fee. I do not charge additional amounts for one-off questions or requests.
- I do not sell propriety products or receive commissions.
- There are no cancellation fees.
- A detailed fee schedule is available on request.