Our investment management fees are NOT based on a percentage of your investment assets. All clients pay us the same low-cost and transparent fixed fee for our services regardless of the size of your investment portfolio.
Initial review of your financial situation, recommended asset allocation strategy and ongoing reviews and advice as needed.
Maintaining your target asset allocation strategy when the market causes it to shift is critical to a solid long-term investment plan.
Globally diversified investment portfolios developed using low-cost asset class and index funds, adjusted to your personal situation.
Taxes are a cost to your portfolio. Help keep your taxes lower with asset location strategies, so you can keep more of your money.
Advice in determining and implementing your retirement cash flow distribution needs or pre-retirement accumulation strategies.
Online portal to monitor your managed accounts, asset allocation strategies, transactions and quarterly Firstmetric performance reporting.