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.

Schedule a Meeting