What's included with Private Wealth Management?
- Initial discovery/consultation
- Portfolio reviews & stress testing (reviewing your investment portfolio's resilience against possible financial situations)
- On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
- Concierge client services & unlimited email support
- Personal financial management website & client vault for storing your important documents
- An interactive, digital financial plan that provides a customized road map for reaching your goals, updated daily, in real time
- Diverse portfolio construction including access to individual stocks, bonds and other fixed income instruments, no-load mutual funds, ETFs, and socially conscious investment solutions
- Insurance reviews at no expense (we tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies)
What is the cost of Private Wealth Management?
We use a simple, straight forward, highly competitive, tiered fee structure with all of our Private Wealth Clients. This is what it looks like:
|Up to $500,000||1.0%|
|$501,000 - $1,000,000||0.9%|
|$1,000,001 - $2,000,000||0.7%|
|$2,000,001 and above||0.5%|