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What services will I receive in exchange for the management fee?

Behind the scenes and through personal contact via telephone and email, our clients receive a wealth of professional investment services, expertise, and advice. We are available throughout the year to answer financial planning, cash flow, and tax questions. We also provide quarterly performance reports and face-to-face annual reviews. Clients receive trade confirmations and monthly statements from the custodian, typically Charles Schwab & Co., and we continually monitor mutual fund investments and periodically adjust portfolios based on changing needs or changes in the market. We rebalance our clients’ portfolios as necessary, keeping asset allocations in line with objectives, but we also keep a sharp eye on the tax consequences of our actions and only sell if we believe the benefit outweighs the tax cost. Where appropriate, we take advantage of tax-loss selling.

For all clients, we also provide annual financial planning updates at no additional charge.

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Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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