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Financial Consulting with Ongoing Investment Management

Annual fees include the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Formulation of Investment Policy Statement
  • Portfolio Analysis and Optimization
  • Manager search process and selection
  • On-going monitoring of client’s portfolio and money managers according to their investment policy statement
  • Manager investment fee
  • All trading fees*
  • Monthly Statements and Quarterly performance statements
  • Regular Client Reviews
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Tax Planning Strategies
  • Insurance Analysis
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan)
  • On-line access to investment accounts

*Strategic Wealth Management II Portfolios

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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