Menu
| Process Phase | Deliverable | Gold | Platinum | Concierge + |
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Discovery |
Basic Financial Discovery |
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Discovery |
Investment Experience Discovery |
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Discovery |
Investment Risk Conversation |
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Financial Planning |
Financial Growth Projection |
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Financial Planning |
Recommended Financial Plan |
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Financial Planning |
Life & Financial Goals Analysis |
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Financial Planning |
In-Depth Financial Planning Questionnaire |
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Financial Planning |
Income Planning (from all sources) |
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Financial Planning |
Follow Up on Action Plan Items |
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Financial Planning |
"To Do" Action Plan |
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Financial Planning |
"What if" Scenario Analysis |
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Financial Planning |
Investment Income Projection |
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Portfolio Construction
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Asset Allocation Analysis |
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Portfolio Construction
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Model / Investment Style Selection |
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Portfolio Construction
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ETF / In-House Production Selection |
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Portfolio Construction
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Bond / Fixed Income Portfolio Construction |
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Portfolio Construction
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Decumulation Strategies (if applicable) |
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Portfolio Construction
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Integration of ALL Household Account |
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Portfolio Construction
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Stock Selection |
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Portfolio Construction
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Tax Efficiency Maximization |
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Portfolio Management |
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Portfolio Management |
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Portfolio Management |
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Portfolio Management |
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Portfolio Management |
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Portfolio Management |
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Portfolio Management |
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Portfolio Management |
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* Fees vary depending on asset size. Larger accounts get a lower fee.