This level of service includes ongoing management of investments without comprehensive financial planning. We offer this service only on a case-by-case basis, as over the years we have grown to see the importance of the comprehensive financial plan as a road map for managing a portfolio. Without the information provided by a comprehensive financial plan, we do not always have the proper information to manage investments in accordance with your needs. The investment approach using a financial plan makes it possible to monitor the progress toward accomplishing your goals. Without it, the investment process tends to focus exclusively on rate of return and provides little guidance for meeting important objectives. For these reasons, we feel it is important, for both of us, to integrate comprehensive financial planning and portfolio management.
In addition to ongoing portfolio management, this service includes semi-annual or annual meetings to discuss portfolio management, quarterly and year-to-date performance reports as well as access to BFP for questions related to your managed portfolio.
Portfolio Management Fee
The portfolio management fee is based on the assets we manage for you. This is the only fee we receive for investing your portfolio. We do not receive commissions for any investments made on your behalf. The fee is based on the following table:
