Standard of Care
Investment Management
BASIC
0 - $100,000
- Annual review
- Investment advise
- Ongoing portfolio monitoring
- Online investor access
- Online digital document organizer/vault
- IRA RMD planning
- Quarterly newsletter
Investment Management
ENHANCED
$100,000 - $200,000
- All-Inclusive account aggregation
- Performance summary reports
- Capital gain tax planning
- Beneficiary review on all retirement accounts and annuities
- Annual review
- Investment advise
- Ongoing portfolio monitoring
- Online investor access
- Online digital document organizer/vault
- IRA RMD planning
- Quarterly newsletter
Financial Planning and Investment Management
BASIC
$250,000 - $500,000
- Financial goal planning
- Customized model and portfolio construction
- Retirement needs analysis
- Education fund strategies
- Survivor needs/ Insurance review
- Long-term care planning
- Annual 401(k) education
- Securities class action paperwork assistance
- Annual review
- Investment advise
- Ongoing portfolio monitoring
- Online investor access
- Online digital document organizer/vault
- IRA RMD planning
- Quarterly newsletter
+
- All-Inclusive account aggregation
- Performance summary reports
- Capital gain tax planning
- Beneficiary review on all retirement accounts and annuities
Financial Planning and Investment Management
CUSTOM
$500,000 - $1,000,000
- Total asset allocation advantage
- Collaboration with CPAs and attorneys
- Estate planning
- Tax planning strategies
- Executive compensation analysis
- Income distribution strategies
- Annual review
- Investment advise
- Ongoing portfolio monitoring
- Online investor access
- Online digital document organizer/vault
- IRA RMD planning
- Quarterly newsletter
+
- All-Inclusive account aggregation
- Performance summary reports
- Capital gain tax planning
- Beneficiary review on all retirement accounts and annuities
+
- Financial goal planning
- Customized model and portfolio construction
- Retirement needs analysis
- Education fund strategies
- Survivor needs/ Insurance review
- Long-term care planning
- Annual 401(k) education
- Securities class action paperwork assistance
Comprehensive Wealth Management
CONCIERGE
$1,000,000 +
- Charitable planning strategies
- Complex trust strategies
- Assistance in settling estates
- Small business strategies and succession planning
- Wealth transfer education for the next generation
- Annual review
- Investment advise
- Ongoing portfolio monitoring
- Online investor access
- Online digital document organizer/vault
- IRA RMD planning
- Quarterly newsletter
+
- All-Inclusive account aggregation
- Performance summary reports
- Capital gain tax planning
- Beneficiary review on all retirement accounts and annuities
+
- Financial goal planning
- Customized model and portfolio construction
- Retirement needs analysis
- Education fund strategies
- Survivor needs/ Insurance review
- Long-term care planning
- Annual 401(k) education
- Securities class action paperwork assistance
+
- Total asset allocation advantage
- Collaboration with CPAs and attorneys
- Estate planning
- Tax planning strategies
- Executive compensation analysis
- Income distribution strategies
This will explain the concept of IFrame.
The following is the content of one of my previous HTML nuggets