Investment Management

Already have a financial plan in place, but just need help managing your investments? The investment management will do just that. We will determine the appropriate asset allocation of your investments based on your risk tolerance and financial goals. Also, construct an optimized portfolio based on intensive research of investment options available to you. Then focus on low cost investment options that have similar returns to higher cost investment options. We will also evaluate your portfolio on a annual base and rebalance it as needed. You will also have access to online tools that will allow you to view your investment accounts that we manage.

Accounts We Manage:

• Brokerage Accounts

• Education Accounts

• Retirement Accounts

Pricing:

Our investment management fee is based on Assets Under Management (AUM). The fee's are paid in arrears on a quarterly basis. We implement a tiered bases when calculating the fee based upon predefined levels of assets as shown in the chart below. This fee may be negotiable in certain cases.

Account Value……….. Annual Advisory Fee

$0-$500,000……….. 1.00%

$500,001-$1,000,000……….. 0.75%

$1,000,001 and above……….. 0.5%