Growth Mode Advisory Services
Full Investment Management Services including Investment Review Meetings.
Minimum Investment Management Relationship: $250,000.
On Demand advice on time sensitive Financial Planning matters which arise between meetings.
Annual opportunity to implement of Financial Planning strategy in one of the following areas:
Tax Planning, Retirement Planning, Insurance Planning, Education Planning
Business Retirement Planning, Estate Planning, Protection Planning
Investment Management Fee Schedule
| Investable Assets | Percentage* |
|---|---|
| $0,000 – $500,000 | 1.50% |
| $500,001 – $1,000,000 | 1.25% |
| $1,000,001 – $2,000,000 | 1.00% |
| $2,000,001 – $3,000,000 | .90% |
| $3,000,000+ | Negotiable |
* Strategists fees and costs of investments are in addition to Investment Management Fee. Fee Schedule is tiered. Fee schedule is subject to exceptions.