Our fee-only portfolio management service is designed for those people who do not have the time, desire, or expertise to manage their own accounts.

Fee-Only Portfolio Management

 

 

 

For the purpose of determining management fees, client account values are combined to obtain the lowest fee. Fees are billed quarterly based on the value of assets under management on the last business day of each quarter. There are no start-up, travel, or termination fees. Fees do not include minimal Schwab brokerage expenses.

Hourly Consulting: (Please contact us for rates)

• Personal and business financial planning
• Retirement planning
• Estate planning
• Insurance reviews
• We do not sell investment or insurance products of any kind, eliminating conflict of interest