|
INVESTMENT MANAGEMENT OF ENDOWMENTS AND FOUNDATIONS |
|
|
What we offer: Investment management includes (1) analysis of the current portfolio, (2) development of an integrated investment strategy that is consistent with the institutional goals, (3) implementation of the investment strategy with institutional class mutual funds and investment vehicles, (4) ongoing monitoring and reporting, (5) and asset allocation rebalancing.
What it costs: An annual fee is calculated as 0.75% of the first $2 million, and 0.50% of assets in excess of $2 million. This fee is billed directly to the investment account on a quarterly a basis, and is subject to a minimum quarterly fee of $1,500 ($6,000 per year).
|
|
PERSONAL WEALTH MANAGEMENT |
|
|
What we offer: Personal Wealth Management is a fully integrated approach to managing and enhancing your financial well being. In addition to everything provided in the Investment Management Service, this service provides comprehensive financial planning, ongoing access to financial advice and solutions, regular reviews and revisions of all capital needs analysis, and coordination with your other professional advisors.
What it costs: An annual fee is calculated as 1.00% of the first $1 million, 0.75% of the next $1 million, and 0.50% of assets in excess of $2 million. This fee is subject to a minimum quarterly of $1,500 ($6,000 per year).
|
|
FINANCIAL ANALYSIS |
|
|
What we offer: Financial analysis is geared towards individuals who are seeking comprehensive financial planning, but who may not want assistance with implementation or ongoing planning services. This service includes a detailed analysis of your current financial situation and specific recommendations geared towards your personal goals and objectives.
What it costs: The fee for a Financial Analysis typically ranges from $2,000 to $4,000, depending upon the scope and complexity of your situation. | |
|
|
|
|
©2010 WJM Financial, LLC . All rights reserved. |
|