Asset Management

 

We help implement the investment team to assist in managing your assets.

 

Fees:

-Starting at 1% advisory-management fees and reducing as assets increase above $500,000

 

 

Types of Investments:

Exhange traded fund

Individual bonds

Individual stocks

Mutual funds

Seperately managed accounts

 

Type/Title of Accounts:

Individual

College savings 529

JTWROS

Roth IRAs

Trusts under agreement

IRAs

UGMA/UTMA