Services

Discretionary portfolio management, ongoing investment recommendations on accounts that cannot be held under our management, and financial planning services.

Financial Planning Services include:

• Asset Allocation and Location Recommendations

• Cash Flow Analysis

• Retirement Planning and Distribution Strategies

• Education Funding

• Insurance, Tax, and Estate Analysis

Fees

Flat-fee advice based on the complexity of your needs. Transparent and easy to understand. $5,000 minimum to $20,000 maximum annual fee depending on the complexity of the engagement.