Fee Based Planning
Services tailored to our clients' needs
We work with you on maximizing your wealth and delivering quality services for a reasonable price. Our clients choose how we get compensated in one of three ways:
- Hourly consulting, fixed fee planning, or fee based assets under management
- Commissions from products that fit your needs
- A combination of fees and commissions
Bonus for a job well done are Referrals-We take pride in our service and want to earn your referrals.
First Tier - Core Investment Management
$250,000 in Investable Assets
• Goals and objectives review • Custom analysis of risk tolerance • Investment management agreement
• Overall net worth analysis • Cash flow and budget review • Asset allocation review • Portfolio rebalancing
• Portfolio performance reporting • Tax and cost-basis reporting
Additional Services*
• Financial plan development • Financial plan updates
Second Tier - Financial Planning
$500,000 in Investable Assets
• Comprehensive financial plan • Business balance sheet review and analysis • Retirement needs analysis
• Income distribution strategies • Education planning and funding • Tax strategies • Comprehensive insurance planning • Estate –planning services • Consolidated online account access • Secure e-document organizer
• Goals and objectives review • Custom analysis of risk tolerance • Investment management agreement
• Overall net worth analysis • Cash flow and budget review • Asset allocation review • Portfolio rebalancing
• Portfolio performance reporting • Tax and cost-basis reporting
Additional Services*
• Financial plan updates
Third Tier - Comprehensive Wealth Management
$1,000,000 in Investable Assets
• Strategic planning for wealth conservation • Charitable gift giving strategies • Trust creation and asset integration • Tax-optimized investing and giving • Executive compensation planning for: 1. Deferred compensation 2. Stock options 3. Concentrated portfolios • Business financial planning • Annual financial plan updates • Comprehensive financial plan • Business balance sheet review and analysis • Retirement needs analysis • Income distribution strategies • Education planning and funding • Tax Strategies • Comprehensive insurance planning • Estate –planning services • Consolidated online account access • Secure e-document organizer • Goals and objectives review • Custom analysis of risk tolerance • Investment management agreement • Overall net worth analysis • Cash flow and budget review • Asset allocation review • Portfolio rebalancing • Portfolio performance reporting • Tax and cost-basis reporting
*Additional services available for an hourly consulting or fixed fee
* Investment Services offered through Park Avenue Securities
Robo Advisor-WARNING, you get what you pay for!
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@sedwayfinancial.com | 800-925-2050