- A variety of dedicated investment managers are given discretion to manage your account according to your Investment Policy Statement(which is based on your goals and values).
- A fee for asset management is deducted directly from your account on a quarterly basis.
- Individual stocks are an option for clients with investable assets over $250,000.
Hourly Consultation: $175/hr. (No minimum balance required). May include any or all of the following:
- review of your current portfolio,
- an asset allocation analysis,
- creation of a financial plan,
- second opinion,
- social screening issues.
As a FEE-ONLY advisor, we do not recommend products or services that pay commissions or loads. Upon request, we will gladly provide an estimate of your fee prior to engagement.