Investment Portfolio Management for Less

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Investment Portfolio Management for Less (Offer Valid Through April 15, 2016)

  1. 1/10th of 1%


  1. Impartial, Third Party, Objective and Personalized Investment Advice. Recommendations for Your Circumstances
  2. Non -Discretionary-You Retain Control and Final Decision Making Authority Over the Construction,  Monitoring and Maintenance of Your Investment Portfolio
  3. Custody of Your Assets at the Financial Institution of Your Choice
  4. Utilize the Business Relationship The Investment Advisor Maintains with Shareholders Service Group Who Will Hold Your Assets at Pershing, A Division of Bank of New York Mellon
  5. $25 Minimum Fee Per Month
  6. No Restrictions Due to Account Type or Size
  7. Includes: Investment Planning, Retirement Planning, Education Planning, Estate Planning, Asset Protection, Retirement Plan Consulting.

*401k/403b Retirement Plan Feasibility Study-$ 500.00 One Time Charge if Not Engaged to Manage Retirement Plan

* Financial Planning Without Investment Management-$100.00 per Category, $500.00 All Categories

* Financial Planning for Company or Non-Profit Organization Retirement Plan Participants -$100.00 per Employee

* Account Fees, Trading Commissions, Mutual Fund, Investment Vehicle and Other Fees Not Charged Directly by The Investment Advisor May Apply. Investment minimums May Apply. Ask for The Investment Advisor’s Form ADV Part II for Full Disclosure.

Schedule Your Initial No Cost Consultation on the Request Consultation page of This Website or call 877-414-9021