This service involves working one-on-one with a planner over an extended period of time. By paying an upfront and/or monthly fixed fee, clients get continuous access to a planner who will work with them to design their plan. The planner will monitor the plan, recommend any changes and ensure the plan is up to date.
This service involves the investment management with respect to certain assets of the Client. By paying a monthly fee, based on net contributed capital, clients get continuous access to a planner who will determine a target Portfolio. The Adviser will periodically review the Portfolio and implement changes that the Adviser deems appropriate.