The most frequent comment I hear is “I have accounts all over the place”. This solution provides a research backed, fully diversified portfolio of low cost index funds, exchange traded funds, and/or institutional money managers. This service includes an annual check-up with our team and is the ideal solution for those who need to get their investments in order but don’t feel quite ready for an ongoing planning relationship.
This service is a flat annual fee based on the level of complexity of your financial profile, the depth of services to be provided through the engagement, assets that comprise your overall portfolio, number of accounts, time involved in the engagement, among others.
The flat annual fee is payable monthly or quarterly, in arrears, at the rate of $150- $700 per month or $450 – $2,100 per quarter.