Many new clients desire on-going investment services such as our Investment Management program.
WHAT ARE INVESTMENT MANAGEMENT SERVICES?
The Investment Management program provides on-going investment oversight including investment selection, trading, monitoring, and performance reporting.
WHO TENDS TO CHOOSE INVESTMENT MANAGEMENT?
The Investment Management program is preferred by clients looking solely for investment assistance. This service level does not provide for any other services such as tax planning, tax preparation, or scheduled face-to-face meetings. We have priced the program without these additional services to keep the cost low.
HOW ARE INVESTMENT MANAGEMENT FEES CALCULATED?
Fees for the Investment Management program are based on the value of the investments being managed and are not higher than 0.75% of the investment value annually. According to the 2017 Planning Profession Fee Survey conducted by Inside Information, the median annual fee for a client with a portfolio value between $500,000 and $1 million is 1.00%.
Quarterly fees for our Investment Management program are subject to a $500 minimum amount.