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1 (415) 737-5003

Client Login

1 (415) 737-5003

Portfolio Management

For those who wish to outsource the management of their investments, we offer portfolio management services. This involves investment of the portfolio per our agreed-upon Investment Policy Statement, regular monitoring of the portfolio for rebalancing opportunities, quarterly performance reports and an Annual Review meeting where we review the portfolio and the status of your financial plan. Portfolio management is only available to clients who have completed a Comprehensive Financial Plan. Portfolio management services are charged based on the fee schedule below.

Fee Schedule

Annual Advisory Fee Portfolio Value Fee as Percent of Portfolio Value
FIRST $2,000,000 1.00 Percent
NEXT $3,000,000 .80 Percent
NEXT $5,000,000 .70 Percent
AMOUNT OVER $10,000,000 .50 Percent

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