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Fee Options that Fit

FEE FOR SERVICE

MENU BASED *NEW* $-$$
Per Each or Hourly
  • Designed for Working Professional

    ``A LA CARTE``

  • Select Best Fit Services. What do you NEED? Reinforce Your Vision. Gain Confidence. Adjust as necessary w/o ongoing fees. No contracts or Asset Minimums. Just FIDUCIARY ADVICE.

    • How Do I / We Begin?
    • 2ND Opinions + Fee Review
    • Is my Portfolio Right for Me / Us?
    • Risk Modeling + Custom Allocation
  • MENU
Your Pace. Your Path. Begin Working Towards Your Lifestyle Plan.

ASSETS UNDER MANAGEMENT

ASSETS UNDER MGMT $-$$$$
Percentage of Asset Size
  • Managed Investment Portfolios

    ``ASSET-BASED``

  • A Proprietary Portfolio Modeling Process (PPMP). Professionally Managed Mutual Fund, ETF and Stock Portfolios Custom Built for EACH Client.

    • Risk Assessment + Credit Cycle Dynamics
    • Geo-Political Landscape + Investment Selection
    • Portfolio Construction + T.I.L.T
    • Active Risk Monitoring & Rebal
  • FEE LEVELS
Global, Tactical, Wealth Management Preferably Driven By A Financial Plan.

SUBSCRIPTION PLANNING

MODAL BASED PLANS $$-$$$$
Monthly / Quarterly / Semi / Annual
  • Lifestyle + Retirement Plan Svs.

    ``BUDGET FRIENDLY``

  • ``Where Advice and Technology Intersect``. A Living, Breathing Plan. A Plan that changes and adjusts to what life brings you. Alleviate Stressors. Increase Comfort. GAIN Confidence with a Measured Factor.

    • HOW LONG WILL MY MONEY LAST ?
    • CAN I RETIRE ?
    • What do you NEED ?
    • What do you WANT ?
  • PLANS
Lifestyle / Retirement Planning Services Tailored to Fit YOUR Budget.

STRUCTURED HYBRID FEE

HYBRID PLAN+ ASSETS $-$$$$
Custom Combinations
  • An Innovative Approach to Fees

    A ``PLAN CENTRIC`` PLUS

  • A Unique Hybrid Approach. A Preferred Method by our Partners. An option allowing clients to minimize modal costs of a Lifestyle and/or Retirement Plan by integrating Asset Management in tandem with a Planning Arrangement. It Works Well.

    • Your Lifestyle Plan + Asset MGMT
    • A Reduced Out-of-Pocket Modal Fee
    • HYBRID in every way
    • Adjusts to YOU Annually!!
Lessen the Out of Pocket Expense with a Hybrid Model. You Still NEED a PLAN.

INVESTMENTS. INSURANCE. ALTERNATIVES.

BUY. HOLD. EARN. $-$$$$
Transactional During Business Hours
  • Traditional Broker & Dealer Services

    ``TRANSACTIONAL``

  • Brokerage Accounts for ALL Registrations. TOP TIER CUSTODIANS. Low Cost Trades. Commissionable Contracts and Insurance Offerings through A-Rated Carries ONLY. Income and Alternative Products to Compliment Portfolios.

    • Stocks, ETF’s, Bonds
    • Income Alternatives
    • Annuities, Insurance & LTC
    • Private Placements & REIT’s
Company Vetted and Approved Offerings for Best Fit and Purpose.