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The personalized services we offer depend on the specific needs of our clients. Usually our clients fall into to one of the three different categories listed below.
Please read about each of the categories below to determine where you might fit in and what services we might be able to provide for you.
Successful Wealth Managers
Successful Wealth Builders
Successful Wealth Collaborators
· Successful Wealth Managers believe in the financial planning process and want to work with an experienced advisor, with the goal of achieving an enhanced portfolio design and plan
· Successful Wealth Managers view professional management as a way to work toward financial goals and help reduce taxes while freeing up valuable personal time
· Successful Wealth Managers meet a minimum combined account size of $250,000
We Lead Successful Wealth Managers through a comprehensive financial planning process and provide professional asset management services. Together we will explore and evaluate investment opportunities and benefits along with providing education and risk tolerance understanding. We provide assistance in the following areas:
· Creation and growth of wealth for your current and future financial objectives
· Customize your portfolio based upon your risk tolerance and financial objectives
· Reduce income taxes
· Protection and preservation of wealth
· Distribution of wealth in the most tax advantageous way
All Successful Wealth Managers Receive:
· Comprehensive written financial plan and assistance in managing financial tasks and projects.
· Financial Plan revision and update every 3rd year.
· Tax review and collaboration with tax advisor in aiming to reduce tax obligation
· Personalized investment performance review each quarter which includes asset allocation study, market information and recommendations for any changes that may be needed
· One to four in-person meetings and/or phone reviews per year.
· Regular contact and communication to discuss your projects, goals and financial tasks.
· Responsive and friendly service from our staff to assist with the financial objectives you are striving to achieve
· Invitations to select client events
· Investment market updates
· Special interest communications
· Annual client event
Successful Wealth Managers Fees and Expenses:
- Our competitive fees for accounts under $2,000,000 are 0.25% per quarter (one percent annually)
- Combined account value over $2,000,000 negotiated fee
- The hourly rate for additional services is $200 per hour
*Fees are generated through Asset Management Fees (varies by third party asset manager) and Financial Planning Fees (based upon situation and complexity)
Asset management and financial planning are offered through Strategic Wealth Advisors Group.
· Successful Wealth Builders believe in the financial planning process and seek the advice from an experienced advisor
· Successful Wealth Builders seek trusted and event specific advice and analysis that is personalized to their individual needs and goals
· Successful Wealth Builders have combined investment assets up to $250,000
We Lead Successful Wealth Builders through a comprehensive financial planning process and provide professional asset management services. Together we will explore and evaluate investment opportunities and benefits along with providing education and risk tolerance understanding. We provide assistance in the following areas:
· Creation and growth of wealth for your current and future financial objectives
· Customize your portfolio based upon your risk tolerance and financial objectives
· Reduce income taxes
· Protection and preservation of wealth
· Distribution of wealth in the most tax advantageous way
All Successful Wealth Builders Receive:
· Comprehensive written financial plan and assistance in managing financial tasks and projects.
· Financial plan revision is recommended every 3rd year
· Up to two in-person meetings and/or phone reviews per year
· Ongoing contact and communication, with regular phone calls to discuss ongoing projects, goals and challenges
· Responsive and friendly service from our dedicated staff
· Invitations to select client events
· Market updates
· Special interest communications
Successful Wealth Builders Fees and Expenses:
· Our competitive fees for accounts under $250,000 are 0.375% per quarter (1.5% annually)
· The hourly rate for additional services is $200 per hour
*Fees are generated through Asset Management Fees (varies by third party asset manager) and Financial Planning Fees (based upon situation and complexity)
Financial planning and Asset Management are offered through Strategic Wealth Advisors Group.
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· Successful Wealth Collaborators need financial, estate or business planning advice but have either limited investable resources, investments that are held with another advisor or within an employer retirement plan such as a 401(k) or company pension
· Successful Wealth Collaborators are committed to their financial success and see the value in planning
· Successful Wealth Collaborators may also be individuals needing financial and estate planning advice but not investment management services
· Successful Wealth Collaborators can be business owners who need assistance in business development, succession planning, employee benefits and executive compensation
We Lead Successful Wealth Collaborators through specific and sometimes comprehensive financial planning process which can include business planning, retirement projections, estate planning and investment analysis. Our goal is to help clients achieve:
· Creation and growth of wealth for your current and future financial objectives
· Customize your portfolio based upon your risk tolerance and financial objectives
· Reduce income taxes
· Maximize business potential
· Protection and preservation of wealth
· Distribution of wealth in the most tax advantageous way
Successful Wealth Collaborators Services often include:
· A personalized financial plan, with no direct investment management
· Guidance and planning for a retirement or deferred compensation plan
· Advice or recommendations related to financial, business and estate planning issues on an hourly or project fee basis
Successful Wealth Collaborator Project Fees will be negotiated based upon the services requested
· A minimum hourly fee of $200/hour; and/or
· A minimum annual retainer of $1,000/year; and/or
· A minimum financial planning fee of $2,000 or ten hours of planning work
Paul Viren is a Financial Advisor with Strategic Wealth Advisors Group.
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