Investment Management Services and Fees
Investment Services
- Personal and Current Portfolio Risk Analysis and Alignment
- Portfolio Level and/or Account Level Asset Class Over/Under Weightings
- Initial and Ongoing Security and Strategist Selection
- Ongoing Security Research and Manager Due Diligence
- Ongoing Portfolio Oversight
- Performance Reporting Tools
- Investment Strategies Reviews
- Monte Carlo Analysis Tools
Investment Management Fees
>$5M: 0.50%
2M-5M: 0.85%
1M-2M: 1.0%
500k-1M: 1.1%
250k-500k: 1.2%
100k-250k: 1.3%
25k-100k: 1.5%
Outside Investment Oversight
- For your current employer retirement account i.e. 401(k), 403(b), 457, etc…
- Cost: 0.75%