Starts at 0.80% annually
- In most cases, investment management follows the completion of a financial plan that serves as the foundation for our work together.
- We do the work to help you set up the appropriate investment accounts, consolidate existing accounts and invest them in a way appropriate to your unique circumstances. An Investment Policy Statement establishes written guidelines for how the portfolio is managed.
- Investment accounts are held at Charles Schwab or TD Ameritrade Institutional, third-party custodians that provide independent confirmation of the safekeeping of your assets.
- Once accounts are set up and invested appropriately, we will monitor and periodically rebalance to ensure your accounts remain consistent with your target allocations and risk level.
- Other services include assistance with employer-sponsored retirement plans and year-round availability to help you address key financial issues as they arise.
- Includes financial planning updates for clients who have more than $300,000 managed by Four Ponds.