Advisory Fee Schedule
Advisory Fee Schedule
(Based on Assets under Management)
| 0 - | $250,000 | 1.25% |
| $250,000 - | $500,000 | 1.00% |
| $500,000 - | $1,000,000 | 0.75% |
| $1,000,000+ | | 0.50% |
Services We Provide for Fee-Based Advisory Clients
- Highly personalized service: I personally touch every aspect of your account.
- Identify investment objective and risk tolerances.
- Develop an INVESTMENT POLICY STATEMENT ...a formal investment plan including setting goals and recommending a portfolio structure designed for your specific needs.
- Independent and objective review of products and services in the financial marketplace.
- Review and analysis of existing investments you may already own.
- Ongoing monitoring of your specific goals and objectives and implementation of any necessary changes to your plan.
- Regular update and education meetings.
- Access to investment programs and funds not usually available to individual investors.
- Control of investment costs through use of Exchange Traded Funds adn instituitional-class mutual funds.
- Access to a world-class team of proffesional money managers.
- Disciplined and continuous monitoring of money managers.
- Tax-aware investing.
- Systematic portfolio rebalancing to control risk and enhance return.
- Customized, easy to understand asset reporting.
- Ongoing evaluation of investment results.
- 24/7 internet access to your portfolio.
- Timely and comprehensive tax reporting.
- Remain in touch with changes in global capital markets.
- Make use of new research findings and technology.
- Provide competitive performance.
- Fees aligned with growth of assets ... not upon volume of transactions.
