What Our Advisory Fee Provides You
What Our Fee Includes
Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged. Generally, the advice we provide is considered to be more objective since we are not influenced by commissions when using advisory accounts.
What Our Fee Includes
- Most of all, us. You have access to the advice and insight of all of the members of the 4thGen Wealth Management, and the specialized skill set that each one brings.
- Our ability to find and introduce you to experienced people. LPL and its affiliates provide comprehensive, wealth management services. One of the tremendous values that we provide is helping you find, within this very large company, which affiliates and who within those affiliates, are better-suited for your unique situation.
- A comprehensive analysis of your financial affairs so we can fully understand your life goals and concerns.
- Implementation of your plan.
- Investment portfolio management and monitoring.
- On-going communication with you about your progress toward your life goals.
- Our collaboration with your tax and legal advisors about multi-generational wealth management issues that include income tax reduction, estate investment planning, life insurance and long term care insurance, business succession planning, Medicare and healthcare issues, education planning, charitable giving and trust services.
- Invitations to special, local events hosted specifically for our clients.
