With a proactive investment management arrangement, clients are looking for comprehensive planning and a customized investment strategy provided by Fiduciary financial professionals. This results in an ongoing and proactive approach to your planning. We charge a transparent percentage fee for the investments we directly manage, as part of our comprehensive financial planning.
We will help understand your planning goals and create a strategy that you can implement. Fees are based on the complexity and situation, based on time. This engagement is ideal for people just starting their planning journey or ones that prefer to handle their own investments, but want the guidance from a certified financial planner.