![]() Therefore, your actual fee schedule may be lower than the following.įees are charged as a percentage of assets under management on a quarterly basis, based on the client's Investment Advisory Agreement. Minimum Portfolio Size for New Managed Accounts:īecause our fees are negotiable, fee rates can vary from client to client. Video Conference, Our Offices, Via Email, Via Phone, Your Office, Your Home, Our Office Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting Work with the following types of clients:īusinesses, Non-Profit Organizations, Individual Investors Vice President, Investments, Kidder Peabody - 1982 to 1994 ![]() Senior Vice President, Financial Consultant, Smith Barney, - 1994 to 1999 Senior Vice President, Lehman Brothers - 1999 to 2004 ![]() Founder, Managing Member & CEO, West Branch Capital LLC -đ2/2004 to Present
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