Who This Service is for
This traditional pricing service is ideal for those who are retired or thinking of retirement who want planning, tax preparation, and investment management and have investible assets greater than $1 million.
What’s Included
Through the Personalized Analysis, you’ll get a retirement income plan aligned with your income preferences that shows you how to source steady and reliable income to cover core living expenses, discretionary spending needs, contingent expenditures, and legacy amounts to pass along to future generations while managing the risks that can undermine spending stability. A combination of investment planning and management to optimize portfolio sustainability and spending power, as well as strategic tax planning to reduce taxes and boost spending, this is the roadmap for those seeking to maximize their resources while ensuring financial security in retirement.
Assets Under Management ($)
Up to $2,000,000
Over to $2,000,000
Annual Rate (%)
1.25%
1.00%
Investment advisory fees are payable in advance of each quarter, based on the fair market value of portfolio assets under management in the Account at the end of the preceding quarter. The investment advisory fee in the first quarter of the Agreement shall be prorated from the inception date to the end of the first quarter.
