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 |