I offer Fee-Based Wealth Management services only. Please contact me for further information and specifics on these services.
Non-custodial discretionary fee based investment management services are provided if your aggregate account balances total more than $250,000 US Dollars. In addition to all of the usual statements, trade confirms and tax forms, this service includes on-line account access and monitoring, check writing and debit cards — if desired. You will also be provided with a quarterly performance report, year-end tax report, summary economic data, and my personal investment newsletter.