Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Asset Allocation
  • Education Planning
  • Estate Planning
  • Comprehensive Financial Planning
  • Retirement Planning
  • Income Tax & Cash Flow Analysis
  • Investment Management Research
  • Risk Management
  • Trust Services**
  • Online Account Access
  • Insurance Planning

The clients who benefit most from our services typically have portfolios of at least $1 million.

Our typical fee schedule for new client accounts is as follows:

 

Account Size                                      Management Fee

$0 - $99,999                                        1.5%

$100,000 - $499,999                         1.2%

$500,000 - $999,999                         1%

$1,000,000 - $2,499,999*               .85%

$2,500,000*                                        .6%

 

*Clients who have accounts over $1 million have access to our comprehensive financial planning free of charge.  

 

** LPL Financial Representatives offer access to Trust Services through Private Trust Company N.A., an affiliate of LPL Financial