This service provides you with semi-annual reviews and recommendations as needed. A review of your monthly statements and monitoring of trade confirmations are also provided. Tailored to provide support and guidance to the self-directed investor.
Fees: 50 basis points on the portfolio's balance as determined at the time of the annual engagement. (Fees for larger accounts to be determined based on individual circumstances.) The minimum annual fee is $3,000 due in semi-annual installments.
