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Financial Consulting Gateway Platform
Financial Consulting Gateway Platform provides you personalized, objective investment advice with 24-7 online access to your accounts. The following fee schedule applies for investments managed using this platform:
Aggregate Market Value
$ 10,000 to $250,000 one meeting per year*
$250,000 to $500,000 two meetings per year*
Investment Management Fee
Management fees include the following services:
- Comprehensive Financial Planning
*Scheduled meeting or conference calls for Retirement Planning, Education Planning, and Tax Planning Strategies. Number of meetings indicated in schedule above.
- Asset Allocation
- Daily Portfolio Monitoring
- Monthly Statements
- Online access to investment accounts
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
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