Investment Management Fees

What are some of the services included in your management fee?

Retirement/Investment Planning

  • Analyze your retirement plans, including company sponsored profit sharing, 401(k), pension plans or self-employed arrangements, and how they meet your projected retirement income.
  • Determine whether your projected resources will be sufficient to fund the desired level of retirement income.
  • Assist in developing a comprehensive asset allocation strategy tailored to your specific objectives and tolerable risk.  Ensure coordination of your retirement plan with the remainder of your financial planning.
  • Determine effectiveness of your present plan and recommend changes as needed.

Other Services

  • Complete transparency
  • Monthly statements from your custodian which is generally TD Ameritrade Institutional
  • Monthly trade confirmations from custodian
  • Quarterly statements which summarize your aggregate and individual account performance
  • 24/7 web access to your account
  • Quarterly, Semi-Annual, or Annual reviews
  • Income Planning
  • Estate Planning
  • Insurance/Risk Managemet