What are the advisory fees that you pay to your financial advisor? What services are you receiving from your financial advisor for the fees you pay?
Asset management is only a fraction of what we do for our clients. We have been told numerous times that our service model is unique compared to most financial advisors. Go through the checklist to learn a little about what we provide compared to your Financial Advisor.
Below are the Features and Services we provide as part of our Standard Service Model. If your financial advisor does not provide these as a standard service, we welcome you to contact us to have a discussion.
Fees - Personal & Corporate Asset Management
- 0.10 (10 Basis Points) advisory fee for assets over $5 million held in managed accounts
- Receive a tax deduction for advisory fees
- No advisory fees are charged for money market funds, CDs, Bonds, and some concentrated stock positions.
Tax Planning
- Review personal & business tax returns to identify potential tax reduction strategies.
- Review ways to significantly reduce your overall tax burden.
- Review unique tax strategies that many accountants are not experts on.
- Collaborate with your accountant to discuss potential tax optimization strategies.
- Review tax-deductible retirement plan contribution strategies that allow up to $472,000 annually, depending on age.
- Capital gains tax reduction strategies.
Estate & Wealth Transfer Planning
- Review estate documents & make planning recommendations to optimize your situation.
- Review strategies to protect your family.
- Review strategies to protect your wealth.
- Review strategies to optimize the charitable giving that you are already doing.
- Collaborate with your attorney to discuss potential optimization strategies.
Asset Management
- Utilize hedging and market downside protection strategies to reduce portfolio losses.
- Utilize unique strategies to provide minimal to zero downside market participation.
- Utilize strategies that potentially provide higher returns than the S&P 500 (net of fees).
- Access to private equity investments (the majority of companies are held privately versus publicly traded).
- Tax-efficient investment strategies & asset management.
Risk Management & Insurance Planning
- Review strategies to protect your family, assets, overall net worth, and company in case you pass away or become disabled.
Business Sale & Succession Planning
- Review tax-efficient strategies to significantly reduce or defer taxes in preparation of selling the company.
- Multi-generational planning utilizing tax, estate, trust, & gifting strategies.
- Sell your company twice, the second time tax-free-review of potential strategies.
Business Consulting Services
- Review & make recommendations on corporate agreements such as partnership, buy/sell, operating, trust, real estate, & shareholder agreements.
- Tax planning strategies - review & recommendations.
- Owner, Executive, & Employee one-on-one planning strategies & advice.
- Financial Wellness Plan - implement for all employees to receive personalized advice at no cost to the company or employee.
Company Retirement & Savings Plans
- Fees - asset-based fee vs. fixed fee comparison.
- Expense review - investment expense drag comparison.
- Fiduciary Services.
- Specific investment advice for retirement plan allocations.
Compensation Planning for Owners & Executives
- Deferred compensation plans - review & recommendations.
- Stock ownership & option plans - review & recommendations.
- Bonus plans - review & recommendations.
Documents & Organization
- Collect & digitally store important documents
- Provide and periodically update an asset map & organizational summary.
Ready to Schedule a Meeting?
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We look forward to working with you!
