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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 Strategies
- 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
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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