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Investment Management

Client Goals:To delegate investment decisions to a trusted advisor who has the experience and resources to manage investments in a clients' best interest, in line with their goals and willingness to take on risk. These clients see investment management as a way to reach financial goals and free up time.

Our Investment Management clients seek only investment services through a fee-based investment account. We will review goals and risk tolerance parameters, as well as maintain all aspects of investment accounts. We will provide an annual investment review to make sure your goals are still aligned with your investment strategies.

Minimum Investable Assets: $250,000

Annual Asset Management Fees:

$150k-250k...... 1.25%
$250k-1M...... 1.0%
$1M-1.5M..... .09%
$1.5M-2M..... .08%
$2M-2.5M..... .07%

$2.5M-3M.... .06%

*Additional Platform and Strategist fees apply and vary by Portfolio.

For full program fees you can refer to the client agreement or the firm's ADV.

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