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


Objective-based and customized portfolios

Ongoing monitoring and rebalancing

401(k) analysis and recommendations

Planning for concentrated stock positions


Insurance policy review

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

Estate and business insurance solutions


Tax-optimized distribution strategies

Tax-efficient portfolio management

Roth conversion strategies

Coordination with client’s CPA


Estate analysis

Legacy planning and family meetings

Trust services

Coordination with client’s attorney


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