Asset Management


CUSTOMIZED PORTFOLIO MANAGEMENT


Have you ever noticed that you cannot always get everything you want at one store locally? But at an online mega-store you can buy just about everything in ONE place and save on the shipping costs? Think about a fee-based relationship like that online mega-store.

This level of service is for those individuals who desire a full-time wealth manager thru a multiple asset manager approach. You will delegate day-to-day investment management decisions to us in this fee based relationship.



Dynamic Fee-Based Portfolios


The fee based option will allow you to have access to a multi-manager approach with portfolios that will be dynamic, flexible and market responsive.


  • Dynamic – There is no upfront load with a fee-based portfolio, so you have the ability to adjust the portfolio readily and economically in response to changing conditions.
  • Flexible – We have access to an entire range of investment choices to help us achieve your goals.
  • Market Responsiveness – The investment management companies have teams of professionals that are dedicated to monitoring your portfolio and recommending adjustments as needed.

We will meet annually to review and discuss the portfolio as well as what is happening in the markets and the economy. You will receive monthly statements and will have the ability to monitor your accounts online at any time.

If you like, Andrew can serve as the leader of your financial planning team and he will work directly with your accountant and attorney to ensure that all the prudent tax and legal strategies are employed to help manage your wealth. If you do not have an accountant or attorney, Andrew may be able to refer you to a qualified professional in your area.

The cost for this level of service is based on the value of assets under management. Our fee schedule is enclosed below for your review. Please note this fee schedule is subject to change at any time.


Assets Under Management (Tiered)

Fee

$25,000 - $249,999

1.50%

$250,000 - $499,999

1.35%

$500,000 - $999,999

1.25%

$1 Million +

1.0%

Give us a call or click HERE to set up an appointment to discuss your personal situation.

 

Customer Service +1 860 383 6044 Rose City Financial © 2012

 

 

 

 

  • Rose City Financial © 2012

    Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rose City Financial Services, LLC and Cambridge are not affiliated. This communication is striclty intended for individuals residing in the states of CA, CT, IN,  MA, RI, VA, VT.  No offers may be made or accepted from any resident outside the specific states referenced.