Fee-based investment management
In addition to our financial planning service, we offer a tailored fee-based investment service. We have a number of different investment options that we can offer to support your financial plan. Our focus is on achieving the correct investment diversification strategy and minimizing costs. Rather than paying brokerage commissions every time your portfolio requires maintenance, we charge a single, competitive fee based on the balance of your assets. The goal is to create well-balanced, lower cost portfolios that support the long-term retirement goals of our clients.