financial planning and advice

Investment Management

1.1%

Custom diversified portfolios.

* Proactive trading & rebalancing

* Model Wealth Portfolios (MWP)

* Mutual funds & ETF's

* Online "Account View" access

1.05%

Access world-class managers.

* Proactive trading & rebalancing

* MWP

* Mutual funds & ETF's

* Custom Strategic Asset Management (SAM) Portfolios

* Individual stocks

* Online "Account View" Access

1%

Advanced strategies and ideas.

* Proactive trading & rebalancing

* MWP

* Mutual funds & ETF's

* SAM

* Individual stocks

* Individual corporate and muni bond trading

* Access Wendell Charles custom equity funds

* Online "Account View" access

Contact us for an estimate.

Private Client Services.

* ALL services listed in other tiers

* Cash, CD, and bond trading

* Alternative investments

* Private Trust Company

* Dedicated service team

Talk to a Wealth Manager

Investment management simply means that we are directly managing one or more of your accounts.

We prefer this method as we believe it puts us on the same side of the table as our clients given we make more money only if you do.