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Investment Management Only

Client Centered

Although we prefer a more holistic approach to financial freedom, we do offer Investment Management Only services for accounts with $100,000 in investable assets within one year.  No one has the same financial goals for the future.  The key is to identify your goal and invest accordingly to accomplish it.  You should establish short, mid and long term financial goals.

Financial Planning Areas

Financial Planning Areas

  • AssetMap Visual Balance Sheet
  • Investment Risk Alignment Report
  • Customized Asset Allocation Model
  • Consolidated Multi-Period Investment Performance Reports
  • Financial Statements and Portfolio Reports
  • Investment Policy Statement
RESOURCES

RESOURCES

  • AdviceWorks
  • Client Portal
  • Phone App with Your Personal Financial Information
  • Account Aggregation and Organizer Tool
  • Collaboration with other Members of the Financial Planning Team
  • Secure Online Vault
  • Financial Planning Calculators
  • Decipher - Innovative Face Recognition Risk Profile Tool
  • Educational Workshop Invitations
  • Web-based Education - Short videos and Presentations
  • Investment Risk Tolerance
  • Money Guide Pro Goal Planning Module
  • Cash Flow & Budgeting Tool
  • Weekly & Quarterly Newsletter Subscriptions

INTERACTIONS

2 Initial Complimentary Meetings

2 In-Person Meetings and or Video Conference Per Year

Unlimited Phone / Email Conversations Per Year

ENGAGEMENT LEVELS

OPTION #1:
INVESTMENT ADVISORY FEE

PLEASE REFER TO FIRM'S ADV PART 2 AND THE CLIENT'S AGREEMENT FOR ADDITIONAL PLATFORM, STRATEGIST OR ANY RELATED FEES THAT MAY APPLY. CLIENTS MAY PAY A CETERA ADVISORY PROGRAM FEE AND MANAGER FEE BASED ON SELECTED INVESTMENTS.

OPTION #2:
HOURLY