Investment management is always an optional service for my clients. If you are a financial planning client and choose to manage your investments elsewhere, I will still provide you with general recommendations for bringing your investments in line with your goals. If you choose to work with me, I’ll focus on managing your investments and minimizing costs as much as possible.
I charge a fee that is based on the assets I manage for you. For detail, or to address any questions, please read more here or contact us so we can help you better understand our fees. I’m also happy to help my clients understand the costs of their current investments if I do not manage their assets.
To provide clients with the most comprehensive investment plan possible, I only offer investment management services to clients for whom I have completed a financial plan.