ENGAGEMENT OPTIONS
ADVISORY ACCOUNT MANAGEMENT:
- Assets under our management pay a fee to compensate our team’s work. (appx: .4% – 1.6% fee on assets managed)
- We act as a fiduciary to your asset management and monitoring.
- This engagement results in professionally-created, objectively researched, multimanager portfolios.
- This arrangement results in an ongoing monitoring and education as long as assets are being managed by our team.
Wealth Management Fee Schedule:
- 1.2% – 1.6% below 1M (exception for Physicians or Family Members)
- 1.1% at 1M
- .9% at 2M
- .6% at 6M
- .5% at 10M
- .4% at 20M
INSURANCE ADVISING:
- Commission is paid by the insurance company on any products purchased.
- Suitability standard of engagement (not fiduciary).
- This engagement allows us to work within your existing plan to satisfy elements of risk management, tax reduction, cash management, and design of safe long-term savings.
- Our team will advise on and implement your risk management planning, and periodically revise the coverage as needed.