Investment Management Services
Wealth Management
With our comprehensive wealth management service, we provide investment planning and implementation for individual and business clients including:
- Understanding Client Objectives and Risk Tolerance
- Developing Appropriate Asset Allocation
- Selecting and Implementing Specific Investments
- Regular Review and Monitoring of Client Portfolios
- Providing Monthly Market Comments and Comprehensive Quarterly Reports
- Attentive Servicing of Each Client’s Needs
Current Standard Fee Schedule
| Assets | Annual % Fee |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3 Million | 0.8% |
| Next $5 Million | 0.6% |
| Over $10 Million | 0.4% |
Financial Advisory Services
For more information about financial advisory services, read our Financial Planning Overview.
Personal Financial Planning
Comprehensive review and coordination of a client’s financial situation and objectives which may include some or all of the following:
- Asset Preservation/Protection
- Employee Benefits
- Estate Planning
- Investments and Asset Allocation
- Retirement Planning
- Risk Management and Insurance
- Tax Planning
Planning For Special Situations
Financial planning tailored to specific situations such as:
- Charitable Giving
- Loss of Spouse
- Divorce
- Education Funding
- Executive Benefits/Stock Options
- Inheritance
- Legal Settlements
- Long-Term Care
- Retirement Plan Distributions
- Wealth Transfer
Financial Services For Businesses
Financial planning for business owners, executives and employees including:
- Financial Counseling for Employees
- Financial Planning for Executives
- Financial Workshops for Employees