Our full-service wealth management service gives you both ongoing financial planning and investment management services bundled together. We charge an annual fee based on assets under management (AUM). We strongly believe the best results occur as a result of careful financial planning integrated with asset management.
For clients with more than $500,000, we offer custom-built portfolios with individual stocks and bonds. For clients with a lower level of assets, we have crafted several different highly diversified ETF portfolios. These portfolios can be customized to meet each client’s individual needs.
All fees are annual, but we bill quarterly in arrears.