Q: Do you have a service where you evaluate a portfolio quarterly and make suggestions for a set fee rather than a percentage?
A: Unfortunately no, we do not offer a service where we charge a set fee as opposed to a percentage to evaluate portfolios on a quarterly basis and make suggestions.
Our firm charges a percentage of assets under management to serve as an advisor to our clients. Our fee schedule is posted on our website (www.yourwealth.com) under the “Approach” tab.
There are firms like Fidelity and Charles Schwab that will help you set up an account and offer suggested investments that you execute on your own for a fee less than ours, but you would be managing the account yourself as opposed to paying someone a premium to manage it for you.