Services
Comprehensive Planning & Management
Description:
This is our premier service. We begin by doing a detailed financial plan and revising it as often as needed. This is a two-step process. First, we have an initial planning meeting to gather all the needed information. Next, we create a net-worth based program that attempts to optimize both sides of our clients’ balance sheets. Finally, we design a portfolio that attempts to achieve our clients’ near and long-term goals, attempting to minimize risk while aiming to achieve those goals. Any and all of our other services are included as needed.
Recommended for:
At least $250,000 in investable assets.
Cost:
Our typical clients will pay an annualized fee (1/4th deducted quarterly) based upon the value of the assets we actively manage. The fee is usually between 0.9% and 1.35%, depending upon the value of the assets managed. The one comprehensive fee covers all trading costs, planning and other services. You may request the RJFSA firm brochure for a more complete description of fees and services.