Wealth management is complex, so a wide range of ongoing services is crucial to proactively meet your needs. Our Ongoing Investment Advisory Service is designed to meet this need. This service offers our full suite of financial planning and investment advisory services in an ongoing service. This service provides ongoing financial planning reviews and investment management to help your finances remain on track and allow us to be proactive in helping you reach your goals and pursue your life’s passions.
The Ongoing Investment Advisory Service is billed as percentage of assets under management and is billed on a monthly basis in arrears. The assets under management fee schedule is shared below:
Annual Assets Under Management Fee Schedule*
Under $1 Million 0.85%
Between $1 Million to $2 Million 0.65%
Between $2 Million up to $4 Million 0.45%
Over $4 Million 0.25%
*The minimum assets to participate in the Ongoing Investment Advisory Service is $175,000
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