COVID-19 Update: Our clients’ health and well-being is of the utmost importance and concern to our team. We will be operating normal business hours unless noted and we are committed to returning calls/emails as soon as possible. Any meetings requested/scheduled can be conducted via conference call or virtually via Zoom. Please call our office with any questions or more information.

Private Client Group Services


As a member of our Private Client Group, you will receive semi-annual reviews with two CFP® Professionals as well as regular check-ins, monthly newsletters, webinars, workshops, and private client events. This group also has access to Right Capital, our firm's personalized client planning portal and mobile app.


Retirement & Goal Planning:

Retirement planning and distribution strategies

SSI optimization and Medicare planning

Executive compensation and stock plans

Planning for business owners

Investments:

Objective-based and customized portfolios

Ongoing monitoring and rebalancing

401(k) analysis and recommendations

Planning for concentrated stock positions

Protection:

Insurance policy review

Life, disability, & long-term care insurance needs analysis

Estate and business insurance solutions

Taxes:

Tax-optimized distribution strategies

Tax-efficient portfolio management

Roth conversion strategies

Coordination with client’s CPA

Estate:

Estate analysis

Legacy planning and family meetings

Trust services

Coordination with client’s attorney

Generosity:

Generosity workshop and resources

Partnership with NCF and Annual Giving Report

Donor Advised Funds (DAF) and Charitable Trusts

Stock gifts and Qualified Charitable Distributions (QCD)


0.25% per quarter on portfolios between $1M - $2M
0.20% per quarter on portfolios between $2 - $5M
0.15% per quarter on portfolios over $5M

The fees listed here are the fees we charge for our services as an Investment Advisor Representative of FSC Securities Corporation.  Please note that there is a complete Fee Schedule for FSC Securities Corporation on the firm's Form ADV Part 2A and the fees listed here are within range of fees permitted by the firm.  For more information regarding fees, please request a copy of the firm's ADV Part 2A or visit https://adviserinfo.sec.gov.

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