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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 
1.25% Annually 

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.

Services

CONTACT US

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

Gary Alpert & Associates
200 Ashford Center North, Suite 400
Atlanta, GA
30338 United States

Phone: (770) 353-6356
Email: gary@garyalpert.com

Patty O’Toole
Phone: (770) 353-6357
Email: patty@garyalpert.com


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