ONGOING FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
Annual financial planning fee and quarterly investment management fee.
GOALS-BASED FINANCIAL PLANNING
One-time fee based on complexity.
INVESTMENT STRATEGY WITH PORTFOLIO MANAGEMENT
Percentage of assets based on account size, billed quarterly.
TAILORED FOR YOUR COMPANY'S UNIQUE NEEDS
Flat fee or percentage of assets depending on plan size
Associate Financial Planner
Office Experience Coordinator
Client Service Associate
Bryan Dalesandro, CFP®, CHFC®, CLU®
Director, Financial Planning
Business Development Associate
Client Success Manager
Senior Financial Planner
Investment Operations Manager
Investment Operations Analyst
Advisory Board Member
Director, Talent & Culture
Chief Financial Officer