Our Fee Schedule

We charge a percentage of the assets we manage for you per the following scale. Here are the services we provide for our fee:

> Complete confidentiality

> Development of personalized investment portfolio

> Portfolio re-balancing

> Monthly account statements

> Ongoing Account reviews in person or via telephone

> Regular review of account holdings by independent advisor

> Recommended asset repositioning as appropriate

> 24 hour access to account information via internet

> Annual account summary for tax reporting

> Consolidated account reporting showing all assets simultaneously

> Access to high quality independent stock and mutual fund research

> Access to Alternative Investments

> Ongoing income tax reduction planning (with CPA)

> Estate Analysis and Document review (with Attorney)

> Personal access to your own independent Investment Advisor

> Retirement Planning

> Simplification of estate settlement for heirs