What do you get?
With this service, you'll get a financial professional keeping a close eye on your investments and trading on your behalf. Keeping you in line with a well defined portfolio and taking advantage of tax mitigation strategies when opportunities are present. This all begins with evaluating your risk profile and determining the objectives for your investments. We'll start by reviewing your current holdings, and account designation mix, to develop and implement an investment strategy that aligns with your values and assists with achieving your goals. Our investment philosophy is founded in offering broad asset class exposure with a focus on global diversification; emphasizing low costs, tax considerations, and your specific circumstances.
How Much Does it Cost?
By Design Financial Planning charges an annual fee that is based on the amount of assets that we manage:
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,000 - $5,000,000 | 0.85% |
| $5,000,000 + | Negotiable |
* The fee will be paid automatically from your investment accounts. The fee is an annual fee, but is debited quarterly in arrears.