Investment Dept. provides investment management and financial planning services to a limited number of personal friends and family members of the firm's principal. Investment decisions are based on each client’s investment objectives, risk tolerance, and time horizon. Financial planning includes guidance on cash flow, retirement, education funding, insurance, tax-aware planning, and estate planning. The firm is not currently accepting new clients and provides services on a no-fee basis.
Assets Under Management$180K
Clients1
Advisors1
Avg. per Client$180K
Avg. per Advisor$180K
Fee Structure
Investment Dept. provides investment management services to a limited number of friends and family clients on a no-fee basis. Therefore, clients do not pay any advisory fees for investment management.
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