Fee Based Planning

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:

1. Hourly consulting, fixed fee planning, or fee based assets under management
2. Commissions from products that fit your needs
3. 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.

$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

$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

$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