Investment Management Services

What does it cost:
0.5% – 1% annual fee (50 – 100 basis points)
For example; 0.5% (50 basis point) fee on $250,000 portfolio = 0.005 x 250,000 = $1,250 annual fee

How do you choose my investment portfolio:
When tailoring an investment plan for you, we consider the following (click for details):







Purpose of Your Investment

What is both the current and future purpose of your investment? For example, your goal might be to create steady income during your retirement, and then to leave the remainder to others.

Time Frame

How long until you reach your goal? How long does the money need to last after reaching your goal?

Allowable Risk

How much risk are you comfortable with (risk tolerance)? How much risk do you actually need to take to reach your goal (required rate of return)? How much risk can your financial situation realistically bare (risk capacity)?

Tax Consequences

What type of investments and what type of accounts are best for your specific goal? (i.e., Roth IRA, Traditional IRA, Taxable account).


What investment options will best serve your purpose of realizing your goals, while controlling costs?

 Investment Experience

Do you consider yourself a knowledgeable investor? How did you feel & react during the great recession of 2009? How do you think you’ll react next time?

Flexibility / Control






◊  Know exactly how much risk you need to take to achieve your goals
◊  Diversification among low-cost, high quality investments
◊  Control expenses
◊  Automatic rebalancing
◊  Anytime access to your dedicated CFP® professional
◊  Annual investment review and adjustments as needed