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FEE FOR SERVICE
MENU BASED *NEW*
$-$$
Per Each or Hourly
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Designed for Working Professional
``A LA CARTE``
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Select Best Fit Services. What do you NEED? Reinforce Your Vision. Gain Confidence. Adjust as necessary w/o ongoing fees. No contracts or Asset Minimums. Just FIDUCIARY ADVICE.
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- How Do I / We Begin?
- 2ND Opinions + Fee Review
- Is my Portfolio Right for Me / Us?
- Risk Modeling + Custom Allocation
Your Pace. Your Path. Begin Working Towards Your Lifestyle Plan.
ASSETS UNDER MANAGEMENT
ASSETS UNDER MGMT
$-$$$$
Percentage of Asset Size
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Managed Investment Portfolios
``ASSET-BASED``
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A Proprietary Portfolio Modeling Process (PPMP). Professionally Managed Mutual Fund, ETF and Stock Portfolios Custom Built for EACH Client.
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- Risk Assessment + Credit Cycle Dynamics
- Geo-Political Landscape + Investment Selection
- Portfolio Construction + T.I.L.T
- Active Risk Monitoring & Rebal
Global, Tactical, Wealth Management Preferably Driven By A Financial Plan.
SUBSCRIPTION PLANNING
MODAL BASED PLANS
$$-$$$$
Monthly / Quarterly / Semi / Annual
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Lifestyle + Retirement Plan Svs.
``BUDGET FRIENDLY``
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``Where Advice and Technology Intersect``. A Living, Breathing Plan. A Plan that changes and adjusts to what life brings you. Alleviate Stressors. Increase Comfort. GAIN Confidence with a Measured Factor.
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- HOW LONG WILL MY MONEY LAST ?
- CAN I RETIRE ?
- What do you NEED ?
- What do you WANT ?
Lifestyle / Retirement Planning Services Tailored to Fit YOUR Budget.
STRUCTURED HYBRID FEE
HYBRID PLAN+ ASSETS
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Custom Combinations
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An Innovative Approach to Fees
A ``PLAN CENTRIC`` PLUS
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A Unique Hybrid Approach. A Preferred Method by our Partners. An option allowing clients to minimize modal costs of a Lifestyle and/or Retirement Plan by integrating Asset Management in tandem with a Planning Arrangement. It Works Well.
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- Your Lifestyle Plan + Asset MGMT
- A Reduced Out-of-Pocket Modal Fee
- HYBRID in every way
- Adjusts to YOU Annually!!
Lessen the Out of Pocket Expense with a Hybrid Model. You Still NEED a PLAN.
INVESTMENTS. INSURANCE. ALTERNATIVES.
BUY. HOLD. EARN.
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Transactional During Business Hours
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Traditional Broker & Dealer Services
``TRANSACTIONAL``
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Brokerage Accounts for ALL Registrations. TOP TIER CUSTODIANS. Low Cost Trades. Commissionable Contracts and Insurance Offerings through A-Rated Carries ONLY. Income and Alternative Products to Compliment Portfolios.
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- Stocks, ETF’s, Bonds
- Income Alternatives
- Annuities, Insurance & LTC
- Private Placements & REIT’s