Ongoing Advisory and Asset Management Services
Our ongoing advisory and asset management services provide our most comprehensive service. We begin with the initial discovery interview, risk tolerance evaluation and Investment Policy Statement construction. We use this information to then begin structuring the remainder of your financial plan. This process may require multiple meetings as we dig deep to get to know you and your family and build a relationship that can last through your lifetime as well as that of future generations.
$500,001 to $6 million
Over $6 million
*Rates are based on effective net worth. Scenarios involving a business or farm that accounts for one third or greater of effective net worth or non-profit organizations may qualify for adjusted rates. Rates are paid in equal quarterly installments.
*As an example a $1.5 million net worth would pay an effective rate of .66% on this amount in equal quarterly installments.