Investment Management

Fee-Only Investment Management

 

Investment management is an important part of any long-term financial plan. Before investing, however, it’s important to identify your comfort level regarding risk, time horizon, income needs, and goals. In addition, you should be aware of any tax consequences associated with making changes to your existing portfolio.

My goal is to understand your situation and develop a diversified portfolio consisting of low cost mutual funds and exchange traded funds (ETFs). I do not believe investors can “time the market” and rely on a due diligence process to regularly monitor funds and make changes when necessary.

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Investment management fees are calculated using a tiered schedule based on the market value of the assets under management at the end of each quarter. The tiered schedule is as follows:

Assets Under ManagementAnnual Fee
$0-$500,0001.0%
$500,001-$1,000,0000.8%
$1,000,001-$4,000,0000.6%
$4,000,001+0.4%

The fee for investment management may include the cost for ongoing financial planning.

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