The financial planning services listed above are for investment recommendations that you implement. If desired, ongoing investment management is available for those who want to delegate portfolio management to us. The investment management service would include the following:
- Investment Policy Statement (IPS)
- Investment Allocation - mix of stocks/bonds
- Investment Selection – low cost, with tax impact awareness
- Ongoing Investment Management- annual review with adjustments if necessary
Typical Fixed Fee is $800 per quarter.
Our services and fees are based on the time dedicated to the project, complexity, and scope.