Private Wealth Services for Owners, Executive and Future Owners

Household Assets

Relationships

Financial Planning

Investment Management

Meetings

Consulting

Advisory Fee

$5M+

Lead Advisor with CFP® or AIF® designations

 

Dedicated Client Service Professional

Comprehensive Financial Plan

 

Retirement, Education, Insurance, Taxes, Estate & Trusts

 

Aggregate Accounts to one portal

 

 

Develop Risk Profile & Analysis

 

Access to Private Client Services through LPL Financial

 

Custom Portfolio Options

 

Model Portfolio

2 scheduled meetings per Year

 

1 in person meeting

Minimum

 

Phone Call or Zoom as needed

Family CFO

 

Consulting Services for major life events: Retirement, Marriage, Death, Home Purchase, Legacy, Care Management, Birth of a Child

 

Access to The Private Trust Company through LPL Financial

 

Coordinator to network of professionals: Attorney, CPA, Insurance Agent

 

Line of Credit Options

 

Custom Fee – Under 1.00%

$2.5M - $5M

Lead Advisor with CFP® or AIF® designations

 

Dedicated Client Service Professional

Comprehensive Financial Plan

 

Retirement, Education, Insurance, Taxes, Estate & Trusts

 

Aggregate Accounts to one portal

Develop Risk Profile & Analysis

 

Custom Portfolio Options

 

Model Portfolio

2 scheduled meetings per Year

 

1 in person meeting

Minimum

 

Phone Call or Zoom as needed

Family CFO

 

Consulting Services for major life events: Retirement, Marriage, Death, Home Purchase, Legacy, Birth of a Child

 

Coordinator to network of professionals: Attorney, CPA, Insurance Agent

 

Line of Credit Options

 

Custom Fee – Under 1.00%

$1M - $2.5M

Custom Fee – Under 1.00%

$500K - $1M

Licensed Advisory Team/Professional Designation(s)

Retirement, Education, Insurance

 

Aggregate Accounts to one portal

Develop Risk Profile & Analysis

 

Model Portfolio

1 to 2 scheduled meetings per Year

 

Phone Call or Zoom as needed

Coordinator to network of professionals: Attorney, CPA, Insurance Agent

 

Line of Credit Options

 

1.00% of assets under management