Fee-Based Advisory Services

Fee Based Advisory services are the leading edge of the industry today. The concept captures the need to understand the costs involved on a variety of investment choices. We offer access to several platforms for different levels of assets to be included for management in this way. Beginning at $10,000 and up. The platforms can be used for both qualified and non-qualified retirement accounts.

Features of seperately managed accounts include but are not limited to:

Professional Management

Broad Diversification


Online Access

Competitive Cost

Dollar Cost Averaging

Regular Account Rebalancing

Customizable Portfolios

Tax Management Strategies