OUR CLIENTS ARE TYPICALLY ENTREPRENURS, BUSINESS OWNERS, RETIREES, OR THE RECENTLY WIDOWED OR DIVORCED, WHO NEITHER HAVE THE TIME, INCLINATION, OR EXPERTISE TO MANAGE THEIR FINANCIAL AFFAIRS ENTIRELY ON THEIR OWN, AND SEEK A TRUSTED ADVISER TO PROVIDE COMPETENT ADVICE IN THE AREAS OF FINANCIAL, INVESTMENT, TAX, AND ESTATE PLANNING.
COMPREHENSIVE FINANCIAL PLANNING
RECOMMENDED FOR PEOPLE WHO WANT A COMPREHENSIVE EVALUATION OF THEIR OVERALL FINANCIAL SITUATION. A FLAT-FEE IS CHARGED BASED ON THE SIZE AND COMPLEXITY OF YOUR FINANCES.HOURLY CONSULTING
RECOMMENDED FOR PEOPLE WHO HEED A LITTLE ADVICE FROM TIME-TO-TIME, OR A SECOND OPINION ABOUT IMPORTANT FINANCIAL DECISIONS.PORTFOLIO MANAGEMENT
RECOMMENDED FOR PEOPLE WHO WANT PROFES¬SIONAL MANAGEMENT OF THEIR INVESTMENTS. FEES ARE BASED ON A PERCENTAGE OF ASSETS UNDER MANAGEMENT.
OUR GOAL IS TO PROVIDE YOU WITH SIGNIFICANT VALUE-ADDED. THAT MEANS THAT WE COMMIT TO THE PROPOSI¬TION THAT THE FINANCIAL & INVESTMENT ADVICE WE PROFFER, SHOULD SAVE YOU SIGNIFICANTLY MORE THAN THE FEES YOU PAY US.
FOR OUR PORTFOLIO MANAGEMENT CLIENTS, WE NEVER CHARGE MORE THAN 1% ANNUALLY OF THE VALUE OF INVESTMENTS UNDER MANAGEMENT. THIS RATE IS REDUCED FOR CLIENTS WITH ASSETS OVER $5OOK AND IS ELIMINATED FOR CLIENTS WITH ASSETS OVER $2.9 MILLION.
IN ADDITION, THERE IS NEVER A CHARGE FOR CONTINUOUS REGULAR FINANCIAL CONSULTATIONS FOR OUR PORTFOLIO MANANGEMENT CLIENTS ON EITHER INVESTMENT OR FINANCIAL PLANNING ISSUES. WE SERVE AS OUR PORTFOLIO MANAGEMENT CLIENT'S CFO, PROVIDING GUIDANCE ON A WHOLE HOST OF FINANCIAL ISSUES, AND VIEW OUR INVESTMENT FEES AS OUR SALARY FOR SERVING THEM COMPREHENSIVELY.