Contact us today and take advantage of your free consultation. This service provides ongoing daily asset management of client s investments. We customize each portfolio based on income needs, risk tolerance, tax considerations or other personal needs. Our firm does not hold custody of client accounts. Financial planning is included as a complimentary benefit of this service.
Pricing is competitive and generally is at a lower cost than what clients are currently paying.
Note that this hefty fee usually does not include financial planning services. Asset management fees paid to NO LOAD mutual fund companies are not tax-deductible. Therefore, when you consider the net fees paid for asset management with financial planning services combined, we are a very low cost provider. There is a slight trading cost in addition to management fees. For many people, the important need is to determine if their current investment portfolio is allocated properly to meet their current and future needs.