Private Client Group Services
Private Client Group Services are ideal if you have already built significant wealth and are focused on being a good steward of your legacy. Near or in retirement, you have concerns around preserving and growing your portfolio, minimizing your taxes, planning your estate, preparing your heirs, and being extraordinarily generous. You are ready to live and give like no one else. You seek a partnership that provides comprehensive solutions and high-touch services.
As a member of our Private Client Group, you will receive semi-annual reviews with a CFP® Professional as well as monthly newsletters, webinars, workshops, and invitations to exclusive client events. This group also has access to Right Capital, our personalized client planning portal and mobile app
0.25% per quarter on portfolios between $1,000,000—$2,000,000
0.20% per quarter on portfolios between $2,000,000—$5,000,000
0.15% per quarter on portfolios over $5,000,000+