Each client has a portfolio designed to help meet their short and long term goals & objectives, risk tolerance and liquidity needs among other elements of their investment strategy. Our portfolios commonly focus on retirement, short or long-term wealth accumulation, charitable giving aspirations and/or tax-efficient investing.

Asset Management Fees

Fees depend on account size and if it is actively managed or passively managed. Our fees are deducted quarterly or annually, depending on client’s preference and account size.

Please schedule a free consultation to discuss fees in more detail. In general, our average fee is 1 – 1.5%. Fees are subject to change.

Portfolio Management

Passive Portfolio Management - includes long positions and invests in exchange traded funds, no-load mutual funds, and bonds. Passive management takes advantage of longer term trends in the stock market.

Active Portfolio Management - includes long, inverse ETFs, and short positions. Active management invests in stocks, exchange traded funds, exchange traded notes, options and no-load mutual funds. Active accounts are managed daily and take advantage of weekly and monthly up and down trends to maximize gains.

For more information, contact us at 512-462-3704.