Our Directives For Clients
There are 2 primary areas within our business model.
Annual Management Fee Structure
Regardless of how many portfolio changes are made annually, clients are charged a flat annual fee for professional services. We do not charge any additional fees for financial advice, education or consulting services. Because of an ever changing economic and political environment, client portfolios are structured for small adjustments throughout the year. This gives us the opportunity to take advantage of these economic trends in a timely manner. Annual management fee billing (versus transactional commissions) is the most cost effective way of making portfolio changes during the year.
Consistent Portfolio and Economic Updates
We believe in a hands-on approach to the management of financial accounts, and communicate regularly with our clients to discuss any economic aspects that may have an effect on their portfolio. Our company policy is to contact clients approximately 10 times annually. These regular communications focus on the U.S. Economy and how current events can impact a client’s holdings- investment account. The goal is to always educate our clients about current events and their impact on assets or portfolio values. A major effort is placed on educating clients to understand portfolio changes and answering questions surrounding any element of financial or retirement planning. We want our clients to also know exactly what investments they own, and why they own them.