Fee-Based Money Management

The focus of our fee based managed accounts is generating superior long term performance for our clients.  Due to its non-commission based structure, Managed Accounts discourage a transactional approach to money management while rewarding long term asset performance.

Fee-Based Money Management and financial planning benefits include:

  • Stronger client relationships.
  • Minimization in conflicts of interest.
  • Lower Costs.
  • Our fees may be tax deductible (check with your tax advisor).

Fee-Based Accounts can be classified in two main categories:

  • Equity.
  • Fixed Income.

Each category can be subdivided based on the following criteria:

  • Capitalization ranges.
  • Style Management (e.g.value or growth).
  • Risk/Return Objectives.
  • Investment Quality.
  • Geographic Region.

Links of interest: