for portfolios with more than $250,000
Full-service, fee-only wealth management featuring individualized wealth planning; custom crafted, gloablly-diversified portfolios; retirement income creation, plus a host of other personalized services and ongoing guidance to help clients reach their finanvcial goals with guidance from experienced, fiduciary investment advisors.
Globally diversified personalized portfolio using no-load funds
Annual fund fees on 60% stock/40% bond portfolio
Personal advisory fee
0.90% on first $1 million
0.50% on next $1 million
0.30% asset over $2 million