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 you’re a parent of a high school senior, chances are you have spent a significant amount of time helping your child navigate the college application process this year. It’s a demanding rite of passage that has been made more stressful than usual by COVID-19. Last year, almost every aspect of the college recruiting and admissions process was disrupted and that’s likely to be the case for part of 2021, as well.
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What You Need to Know About the New Covid-19 Stimulus Package
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While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a financial professional. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like. Keeping that in mind, here are a few things you can do (or not do) when just starting on your investment journey.
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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
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