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Services Offered

Fee-based Services
One-on-One Consultation
Investment Policy Statement
Portfolio Design & Review
Individual Equity Research
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Online Subscription Based Services
Model Portfolio Rebalancing
Real-Time or Monthly Access
Monthly/Quarterly/Annual Pricing Plans
Access to Online Research
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Quarterly fee based on asset level
Portfolio Management
Custody w/ Fidelity, Schwab, & Others
One-on-One Consulation
Quarterly Portfolio Reviews
Full Service Solution
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