Home / Services / Financial Consulting with Ongoing Investment Management

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

Get Directions

Sitemap Legal, privacy, copyright and trademark information

Securities offered through LPL Financial, Member FINRA / SIPC. Advisory services offered through IFG Advisory, LLC, Integrated Financial Group and Gary Alpert & Associates are separate entities from LPL Financial

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NY, PA, SC, TN, TX, VA, WI.