Young Accumulators

Young Accumulators are usually between the ages of 21-35, who are begging to develop their financial foundation and are in the process of developing their career. Young Accumulators typically seek guidance with early stages of retirement planning, insurance needs, debt management and consultations prior to major purchases like a first home.

Financial Planning Areas

Employee Benefits Review
Qualififed Plan Asset Allocation Review & Reccomendations
Insurance Needs- Analysis - Home, Auto, Umbrella

Insurance Needs Analyis - Life, Disability, Long Term Car
Student Loan/Debt Reduction Strategies

Resources & Tools

AdviceWorks Client Portal
Monthly & Quarterly Newsletter Subscription
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

1-2/year

Unlimited

$100/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