Portfolio Management

You've worked hard to save for all of your financial goals, but you might not have the time, knowledge, or inclination to research, invest, and monitor your money. Let us help.

The cost is 0.50% of assets under management per year.

For example, if we manage a $500,000 portfolio, the annual fee is $2,500, payable in four installments (25% of the total fee) on the first day of each quarter.

Note: Clients are required to pair on-going planning with portfolio management. Why? Because one cannot properly manage investments without first creating a financial plan.