A percentage fee added to your account based on your total assets under management for investment plan implementation, ongoing monitoring, and periodic reviews.
I start with your goals, both personal and financial. I also learn about your current situation and determine your attitude toward investment risk.
We determine the course that can help you reach your goals. I meet with you to discuss my recommendations and any concerns you may have.
With your approval, I implement your recommendations, coordinating with other professionals such as CPAs and estate planning attorneys as necessary.
I provide continual monitoring to make sure you stay on course to achieve your goals.
I reach out at least every quarter to invite you to meet face-to-face or via conference call if you live outside of Utah. Because I want to stay on top of the changes in your life, I have an open-door policy so you can feel free to reach out any time you have a life change, a big decision, or even just a question.
Typically this is a flat fee, however, for more complex situations we move to an hourly rate. For a flat fee, hours are always tracked and we make sure to never overcharge.
For this service, we offer any combination of a flat fee, hourly fee, or annual percentage fee based on total assets under management.
Including 3(38) and 3(21) investment fiduciary services
We meet to discuss your needs and concerns. I describe my services and determine whether I would be a good fit for you.
