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Client Services & Fees |
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Our client services provide a comprehensive level of financial planning and investment management in two phases:
1) The first phase is a detailed 5-Part Family Plan which includes a customized portfolio design. There is no fee charged for developing this initial plan.
2) The second phase includes a detailed, on-going Money Management Service. Fees are calculated as a percentage of assets under management and for our Prime clients, include cyclical financial planning services.
For more details on our Fees for Money Management, click here.
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