 |
|
|
||||||||
 |
||||||||||
|
||||||||||
 |
|
|
|
|
We do personal financial planning, investment advise and portfolio management on fee-only basis. We manage your account for a percentage of the assets under our management. The annual fee ranges from ½% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the end of each quarter. The financial planning and advice is available at no charge to those clients who's portfolios are managed by Walnut Investments, otherwise, we charge up to $125 per hour, depending on the complexity of your financial situation, for consultations. The fee is paid after the consultations. We could give you advice on your financial concerns, including, but not limited to: investments, taxes, insurance, retirement and estate planning. You are the sole determinate of how many hours of financial counseling you’ll need, and you can terminate at any time. Although you are free to select your own broker, all our current clients’ accounts are custodied at Fidelity, Inc. -- America's premier discount broker. Most of our clients receive their statements and trade confirmations directly from Fidelity Institutional and enjoy full access to their accounts online. |
||
 |
||
|
||||||||||
|
|
|
|
|
|
||||||||
 |
|||||||||||||
|
|||||||||||||
 |
|||||||||||||
