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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