Pricing
Investment Management
1.00% annually
I charge 1.00% annually of assets under management for advisory accounts in which I act as a fiduciary. Depending on the investment strategy you choose, your account may also incur additional costs, such as custodial fees or third-party investment management (TAMP) fees. Any applicable fees will be explained before you make a decision.
Your advisory relationship may include:
- Ongoing investment management
- Retirement planning
- Social Security guidance
- Retirement income planning
- Periodic portfolio reviews and meetings
Other Investment Products
In certain situations, I may recommend products such as annuities or mutual funds. Some of these products pay commissions from the issuing insurance company, mutual fund company, or product sponsor. Any applicable compensation and associated costs will be disclosed before you make a decision.
Frequently Asked Questions
Do you charge a financial planning fee?
Generally, no separate financial planning fee is charged for clients whose investments I manage through an ongoing advisory relationship.
Are there commissions?
Some products, including certain annuities and mutual funds, may pay commissions from the product sponsor. If a commission applies, it will be disclosed before implementation.
How often do we meet?
Meeting frequency is based on your needs and circumstances.
Is there an investment minimum?
Please contact me to discuss whether my services are a good fit for your situation.
Let's Schedule A Meeting
Book NowIf a recommendation is included in the above letter, please contact me for additional investment information supporting the recommendation.
DISCLOSURES
Securities offered through OSAIC Wealth, Inc. Member FINRA/SIPC.
Fee based advisory services offered through OSAIC Wealth, Inc., a Registered Investment Advisor.
Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.