Investment Management

Investment Management

Annual Fee: 0.6% - 1.1% of assets under management

After our team creates your personalized financial plan, you have the option to use our investment management.Services included:

  • Manager and security selection
  • Tax loss harvesting
  • Ongoing due diligence for portfolio managers, risk mitigation, and expense management
  • Portfolio rebalancing
  • Cash flow management
  • Facilitation of required minimum distributions
  • Facilitation of Qualified Charitable Contributions
  • Roth conversion Strategies & Implementation
  • Tax-sensitive and socially responsible investment strategies
  • Coordination with your CPA to ensure careful tax planning
  • Coordination with your estate planning attorney to ensure optimal charitable giving

Depending on the size and complexity of your portfolio, you can expect to meet with our team 1-2 times per year to discuss your investments.

Our Advisory Fees

  • For investments up to $1,000,000 | rate of 1.0% of managed investments
  • For investments between $1,000,001 and $2,000,000 | rate of 1.0% of managed investments
  • For investments between $2,000,001 and $5,000,000 | rate of 1.0% of managed investments
  • For investments over $5,000,000 | rate of 1.0% of managed investments