Fee Based Portfolio And Wealth Management Services

Fee Based Portfolio Management have these advantages:

1. A Fiduciary looking out after their best interest.

2. Greater fee transparency

3. Ongoing monitoring & rebalancing

4. Professional management & oversight

5. Greater investment access

6. More effective diversification

7. An Advice based relationship

Clients stand to receive very compelling and powerful benefits from a fee-based relationship.  At the end of the day, clients gain piece of mind and confidence in knowing that their best interests are being looked out for and that their investments are being taken care of.   These managed accounts are created by utilizing the client's goal based planning, risk tolerance and correlates with their Financial Plan.   Management Fee is approximately 1.25% of assets under management with a sliding scale with larger amounts.