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Written Investment Plans

Many of our clients are age 50 and older.  By this age many investors have accumulated assets from many different sources, but most do not have a written investment plan or what we would call an Investment Policy Statement.

Creating an Investment Policy Statement allows the client to:

  • Clearly see and understand the allocation of their assets before they are invested
  • Written plans act as a blueprint for future dollars added to the plans or can assist with liquidations as needed
  • Greater accountability comes when a plan is written, explained and signed off by the client.  We want to eliminate guesswork as much as possible
  • Written Investment Plans through Ramsier Financial Services have a minimum requirement of $100,000
Advisory Account Management Fees
Asset Value
Client Fee Schedule
First $0 - $250,000
1.25%
Next $250,001 - $1,000,000
1.00%
Next $1,000,001 - $5,000,000
0.80%
Next $5,000,001+
0.50%