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% |