Wealth Management

Investment Management Services

• Portfolio Review
• Investment Selection
• Rebalancing
• Gain/Loss Harvesting

• Time Horizon Analysis
• Risk Tolerance
• Asset Allocation
• Research

Wealth Management Fee Schedule

Account Value

% AUM  Fee

$0 – $200,000

1%

$200,000-$400,000

.9%

$400,000 – $600,000

.8%

$600,000-$800,000

.7%

$800,000 +

.6%