Working with
Shannon Grey, CFP®, CRPC®, MPAS®
CERTIFIED FINANCIAL PLANNER™
Asset Management:
A Wealth Plan Designed to Help You Build and Protect Your Assets
The custodian for all account funds and assets with InvestEdge Planning is Charles Schwab & Co.
A Relationship to Inspire and Guide you through Every Step of Your Financial Journey
A Custom-tailored Financial or Retirement Plan prepared for you, updated Annually
Quarterly Portfolio Meetings & Check-In
On-Demand Appointment Request for any financial needs
Debt Management and Savings Plan tailored to help you build wealth
Annual Forward-Looking Tax Planning (prior-year tax return required)
Ongoing Investment Management tailored to your goals, risk tolerance, and time horizon
A balanced portfolio is maintained to reduce risk across asset classes (stocks, ETFs, mutual funds, index funds, bond funds or bonds, high-yield savings & cash)
Equity investment research incorporates fundamental valuation and key risk indicators
Tax loss harvesting available for taxable accounts
Quarterly Portfolio Performance Report
An annual overview of Estate Planning and Risk Management (Insurance analysis)
For Retirees, Retirement Plan income and drawdown distribution planning
Ongoing Market and Economic Commentary
Monthly Newsletter & Periodic Educational webinars
Updates and ongoing education on navigating Social Security & Medicare benefits
Long-term care planning without utilizing LTC Insurance, Annuities or Life-Insurance
Access to professionals for insurance, mortgage, finance needs, etc.
College savings plan for each child with a comparison of colleges, scholarships, grants, etc
Equity Compensation: RSUs, ISOs, NSOs, etc.- Planning and Tax Analysis
End-of-life financial matters in good order- Health Power of Attorney, DNR, beneficiaries, etc.
& More
FEE EXAMPLE:
1% Annual Fee for Asset Management
$525,000 account
$525,000 x .01= $5,250 is the annual fee, paid quarterly
Calculation derived from closing account value of the last business day for the quarter
$5250/4=
$1312.50 due the last business day of the quarter
FEE SCHEDULE:
Account Value = Annual Advisory Fee
$500K- $2 Mil= 1%
> $2 Mil - $3 Mil= .90%
> $3 Mil - $4 Mil= .80%
> $4 Mil - $5 Mil= .70%
> $5 Mil or more = Negotiable
*Payable Quarterly-
The last business day of
March, June, September, and December.
