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.
If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the United States pays about 29.8 percent of their income in federal taxes. That’s about $18,368 in federal taxes and does not include state and local taxes. The calculations include:1
The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying calm and keeping your wits about you. A changing bond market environment creates challenges for investors and financial advisors, but it also creates opportunities.
Bonds and a bear market
Many people believe bonds are risk free. That’s not the case....
How long will you live?
It’s not a question anyone can answer with any certainty, and that creates a significant risk when planning for retirement. Your retirement may last for a long time, and you will need to have enough income to live comfortably without running out of money.
Retirement income planning can be like trying to hit a moving target in the wind. The target is moving forward and back because we do not know how long you will live in...
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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.
