Consulting Fees & Financial Plans

Attach value to your expertise and position 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.

Using our vast selection of tools, technology and other resources, we will help you strengthen your existing and prospective client relationships through a comprehensive planning approach.

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