Family & Career Builders
Family & Career Builders

Family & Career Builders are usually between the ages of 35-55, are home owners, and are fairly established in their respective career field. It is typical that at this stage of life these individuals have a growing net-worth that make planning for retirement especially important. For those who have children planning for college funding and even insurance planning are both areas of the utmost importance.
Financial Planning Areas
- Employee Benefits Review
- Qualified Plan Asset Allocation Review & Recommendations
- Insurance Needs- Analysis - Home, Auto, Umbrella
- Riskalyze Retirement Map - Retirement Income Projection
- Education Funding Analysis and Implementation
- Insurance Needs Analysis - Life, Disability, Long Term Car
- Student Loan/Debt Reduction Strategies
- Cash Flow / Budgeting (Advanced)
- Tax Planning (In coordination with your accountant)
- Estate Planning (In coordination with your attorney)
Resources & Tools
- AdviceWorks Client Portal'
- Monthly & Quarterly Newsletter Subscriptions
- Education Workshop Invitation
- Online Education Suite
- Riskalyze Risk Tolerance Assessment
- Investment Policy Statement
- AssetMap Visual Balance Sheet
- Riskalyze Advanced Investment Risk Alignment Report
- Morningstar Portfolio Analytics
- Customized Asset Allocation Model
- Consolidated Investment Performance Reports
Interactions
- Initial Complimentary Meetings
- Portfolio & Planning Review Meetings Per Year
- Telephone & Email Conversations
- Finanical Planning Fee Schedule (Bundle)
2
2-3/year
Unlimited
$200/Month
Engagement & Compensation
Investment Advisory & Portfolio Management Fee Schedule*
- First $0 - $500,000
- Amounts greater than $500,000 and up to $750,000
- Amounts greater than $750,000 and up to $1,000,000
- Amounts greater than $1,000,000 and up to $1,500,000
- Amounts greater than $1,500,000 and up to $2,000,000
- Amounts greater than $2,000,000 and up to $3,000,000
- Amounts greater than $3,000,000
1.10%
1.00%
0.95%
0.85%
0.75%
0.60%
0.50%
Let's Get Started
Let us help you find the right mix of services so that we can help you take care of yourself and your family.