Portfolio Management For Flat Fee Financial Planning

Portfolio Management

Portfolio Management Philosophy

From day one we believe that education and understanding of the investment products in your portfolio are crucial to increasing the financial literacy of our clients while helping foster trust between the adviser and the client. A comprehensive risk analysis is the driver of asset allocation in the portfolio. Liquidity analysis, for large expenditures like education funding or home purchases, is important to ensure that your money is working for you and it is available when you need it.

Cost: Included in the $300-$500 monthly retainer, depending on complexity