Capture your risk tolerance and see if your portfolio fits you.
Determine how your current savings and what you contribute going forward will affect your retirement.
We charge one, all-inclusive annual fee for our ongoing investment management and financial planning services. This fee is based upon a percentage of your assets under management as outlined in our fee schedule. Our services are best suited for clients with investable assets in excess of $500,000.
|
Assets Under Management |
Annual Fee |
|
$500,001 - $1,500,000 |
1.00% |
|
$1,500,001 - $2,500,000 |
0.90% |
|
$2,500,001 - $3,500,000 |
0.80% |
|
$3,500,001 - $5,000,000 |
0.70% |
|
Above $5,000,000 |
0.60% |
*Our fee schedule is not tiered, so whatever asset band your overall household account relationship falls into is what you pay.
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.
Cash Flow
If your spouse or loved one is still in the workforce, you may be able to receive significant disability...
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.
Cash Flow
If your spouse or loved one is still in the workforce, you may be able to receive significant disability...
Whether you leave an employer for a wonderful new opportunity or lose a position because of the pandemic, it’s easy to forget about the money you have saved in your retirement plan.
Sometimes, retirement plan savings can stay in a previous employer’s plan. Other times, your money can’t stay in the plan, and you need to take action or your employer may move your money. The circumstances depend on the type of...
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Address
1001 Winstead Drive, Suite 275, Cary, NC 27513
Phone
919-228-6300
Fax
919-228-6301
E-mail
dhall@hallburns.com
© 2020 Hall & Burns Wealth Management, LLC. All rights reserved.
