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Investments

Sound Investment Planning

Sound Investment Planning

The true value of a financial advisor often equates to being your “behavioral investment counselor.”  Rather than trying to control the uncontrollable, we spend our time on the things that are within our control, such as: asset allocation, diversification, customer service, tax efficiency, discipline, and costs. We believe this approach will give our clients the best chance of enjoying a successful investment experience.

Fee Schedule 

Investment Management Services

  • Develop Investment Goals & Objectives
  • Prepare Your Risk Tolerance Assessment
  • Perform Investment Analysis
  • Determine Investment Selection
  • Implement Customized Portfolio Solution
  • Continuously Monitor 

$0-$500,000…………………..........1.25%

$500,000-$1,000,000…….……1.15%

$1,000,000-$3,000,000……....0.80%

$3,000,000+…………………….........negotiable


For complete information on services offered and associated costs, please refer to the applicable Form Adv or Form CRS, available from your financial professional.