Investment Management

Investment Management & Family Office Support

Ongoing Service

Typically best for: High Net Worth & Retirees

Paid From Account; Cancel Anytime

Calculation Examples:

$500k

Balance

1.0%

$5,000

$2 Mil

Balance

0.9%

$18,000

$10 Mil

Balance

0.45%

$45,000

This service is best for those who have a need or desire for ongoing investment management and oversight. We will proactively monitor, review, and provide guidance on your unique investment portfolio on an ongoing basis while also becoming acquainted with your family and heirs.

Step 1: Schedule an introduction call with one of our advisors

Step 2: Your advisor will uncover the necessary information required in order to proceed (financial planning details, risk tolerance, statements, etc)

Step 3: We will send you necessary paperwork and follow up with you after receipt.

Step 4: We will proactively review, monitor, and provide education on an ongoing basis. You can remove us as your advisor at anytime.

For more detail and to view our agreement, please visit our “Agreement & Disclosures” page.

Restricted states: TX, NH, NE.