For our full-time comprehensive investment services the fee is 1.5%. Review and advice for new investors with limited investable assets are adjusted. Our free, one hour review will help determine whether our services are appropriate for your needs and account size. We have investment methods for helping smaller investors and those just getting started. If what we do is not appropriate for you we will offer guidance in finding an alternative.
Yes. We have extensive experience providing investment management for trusts, including eleven years as Senior Vice President for Investments at a multi-bank holding company.
Absolutely, that’s an important part of our service. We are also available to assist your attorney or other advisors.