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consulting fees & financial plans
Attach value to your expertise and postion yourself as a Wealth Manager. Our consulting program complements our assets-under-management model by enabling you to charge retainer fees, a flat fee, or hourly fees for the advice and time you give your clients beyond pure portfolio management.
We'll help you strengthen your existing and prospective client relationships through a comprehensive planning approach. And we will show you how to use our vast selection of tools and resources to create customized solutions that encompass everything from accumulation, risk management, and taxation to business, retirement, and estate planning.
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