Through personal discussions in which goals and objectives based on your particular circumstances are established, we develop an investment policy and create and manage a portfolio based on that policy. We allocate your assets among various investments taking into consideration the particular investment strategy designed for you. The annual fee for our portfolio management services will be charged as a percentage of assets under management, according to the schedule below:

Assets Under Management Annual Fee (%)
$0 – $2,000,000 1.00%
$2,000,001 – $5,000,000 0.75%
$5,000,001 – $10,000,000 0.60%
$10,000,001 and above 0.50%

For clients with at least $500,000 managed by our Portfolio Management Services, we offer a comprehensive financial plan as part of our Portfolio Management Services. The financial plan may address any or all the following areas:

• Retirement Planning
• Asset and Income Protection
• Succession Planning
• Debt Management
• Estate Planning
• Investment Goal Funding Sufficiency