ACCUMULATOR PLANNING
Under $300,000 in Assets
0.90% of assets under management ($1,800 annual minimum)
Investment Planning
- Asset Allocation
- Quarterly Performance Reporting
- Create Investment Policy Statement
- Risk Assessment
Tax Planning
- Tax Efficient Investing
- Stock Options Analysis & Strategy
Retirement Planning
- Establish Goals & Objectives
- Savings Strategies Recommendations
Communication Policy
- In Person Review: Annual
- Monthly Blog
- Online Vault Sharing
ADVANCED PLANNING
$300,000 – $750,000
0.90% of assets under management
Investment Planning
- Asset Allocation
- Quarterly Performance Reporting
- Create Investment Policy Statement
- Risk Assessment
Tax Planning
- Tax Efficient Investing
- Stock Options Analysis & Strategy
Retirement Planning
- Establish Goals & Objectives
- Social Security Analysis & Advice
- Distribution & Conversion Strategies
- Savings Strategies Recommendations
- Pension Advice
Risk Management
- Life Insurance Analysis
- Disability Insurance Analysis
Communication Policy
- In Person Review: Semi-Annual
- Phone or Video Conference: Annual
- Monthly Blog
- Online Vault Sharing
WEALTH PLANNING
$750,000 +
Flat annual retainer fee of $6,750
Investment Planning
- Asset Allocation
- Quarterly Performance Reporting
- Create Investment Policy Statement
- Risk Assessment
- Advice on outside accounts
Tax Planning
- Tax Efficient Investing
- Coordinate with Tax Preparer
- Stock Options Analysis & Strategy
Retirement Planning
- Establish Goals & Objectives
- Social Security Analysis & Advice
- Distribution & Conversion Strategies
- Savings Strategies Recommendations
- Pension Advice
Risk Management
- Employee Benefits Review
- Life Insurance Analysis
- Disability Insurance Analysis
Communication Policy
- In Person Review: Semi-Annual
- Phone or Video Conference: Semi-Annual
- Monthly Blog
- Online Vault Sharing