I buy and sell investments in your account on your behalf and because fiduciaries have this discretionary authority, they are held to a higher standard than non-fiduciary advisors.
Wealth Management Fees
I charge between 0.50% – 0.75% annually of only the accounts that I manage. The fee will vary depending on whether the portfolio is actively or passively managed. Wealth Management fees are paid quarterly.
Ongoing investment management services include customizing your asset allocation, personally managing your accounts, monitoring your portfolio, and rebalancing. I act with utmost good faith, disclose any potential conflicts of interest, and have a “duty of care” to continually monitor my client’s investments and financial situation.