Levels of Service

We have found that not everyone wants or needs the same levels and types of service.  Therefore, we have customized our service levels to let you choose which category suits your needs. A sample of the different options are listed below.

Service Level:	Basic	Deluxe	Project	Comprehensive
You Get:	Letter of Engagement Asset Allocation Newsletter	Letter of Engagement Quarterly statements Investment Policy Statement Asset Allocation Financial Plan Newsletter	Specific Engagement Financial Analysis Newsletter	Letter of Engagement Quarterly statements Investment Policy Statement Wealth Management Report Asset Allocation Financial Plan Newsletter
Minimum account size:	$25,000	$100,000	n/a	$500,000
Expected number of appointments:	1/year in our office or  phone meeting	1-2/year and as necessary	Project specific	2-4/year and as necessary
Cost:	None We are paid through products	$250-$1,500 Also paid through products	$500-$2,500 No products are placed through us	Varies