Investment Advisory Services Fees
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Short-term: Cash Management Solution
0.42%-0.12% per year (Fees Based on Account Size)
Managed Portfolio
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Sentinel: Tactical Investment Solution
0.62%-0.12% per year (Fees Based on Account Size)
Managed Portfolio
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Strategic: (Buy & Hold) Investment Solution *
0.62%-0.12% per year (Fees Based on Account Size)
Indexed Portfolio
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Alternative: Global Macro Investment Solution
0.82%-0.22% per year (Fees Based on Account Size)
Managed Portfolio
Requires an account with Margin feature
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Hourly Investment Consulting
$250/Hour
Suitable for:
Retirement accounts such as 401(k)/403(b) Plans
College 529 Plans