Present Value Financial Services provides financial planning, investment management, and tax preparation services to individuals and families. Financial planning ranges from focused guidance to comprehensive plans. Investment management includes client-implemented, advisor-implemented (non-discretionary), and advisor-implemented (discretionary) options. The firm also offers educational seminars and tax preparation services for limited-scope tax situations.
Fee Structure
Present Value Financial Services offers investment management services through a retainer program. Instead of charging a percentage of your portfolio, you'll pay a fixed quarterly fee, which is determined annually. This fee ranges from $300 to $1,500 per quarter, depending on the complexity of your financial situation. The quarterly fee generally equates to 0.25% to 0.75% of the value of your portfolio. If the annual equivalent of the quarterly fee exceeds 1% of your portfolio's value, the fee for that quarter will be capped at 1% of your portfolio, divided by 4.