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Investment Management services
Ø Goal and Risk Assessment
Ø Performance Reporting
Ø Asset Allocation
Ø Portfolio Rebalancing
Ø Trade Lot Accounting
Ø Realized Gain & Loss Reporting
Ø IRA Distribution Calculations
Ø Periodic Briefings on Markets and Investment Matters
Investment Management Fee Schedule
1.0% per annum on the first $5 Million
0.9% per annum on the next $5 Million
0.75% per annum over $10 million
Comprehensive Financial Advisory services
Ø Income Tax Planning and Preparation
Ø IRA Distribution Planning
Ø Capital Needs Analysis/Retirement Income Projections
Ø Estate and Gift Tax Planning
Ø Education Planning for Children or Grandchildren
Ø Executive Stock Option Planning
Ø Life, Disability, Medical, Property & Casualty Insurance Planning
Fees for comprehensive financial advice are considered on a case by case basis. Income tax planning & return preparation services are also available on a per hour basis at our customary hourly rate.
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