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
*$0.00 – $200,000.00
1%
**$200,000.00- $400,000.00
.9%
**$400,000.00 – $600,000.00
.8%
**$600,000.00-$800,000.00
.7%
**$800,000.00 +
.6%
*Client pays ticket charges and small account fee’s.
**Advisor pays ticket charges and small account fee’s
