PROFESSIONAL SERVICES AND FEES
Financial Planning Services
We provide comprehensive fee-based financial planning services to our clients. We also provide issue-specific engagements where the scope of the service and the issues being addressed are limited. Financial planning services are provided under flat-fee or hourly-rate engagements. The fees are negotiable depending upon the nature of the engagement, the complexity of the issues and our relationship with the client. Additional information about our services and fees is available in our filing with the State of Florida. We will gladly provide you a copy upon request.
A sampling of the financial planning services offered includes:
Investment Advisory Services
We offer different types of investment advisory services. These services include small investment related consultations as well as comprehensive asset management programs. The fees for these services are negotiable depending upon the nature of the engagement and the amount of assets involved. Generally small engagements are charged on an hourly basis whereas the fee for asset management programs is calculated as a percentage of assets under management.
Some of the services that would typically fall under the consulting model include:
Asset management programs are more comprehensive. In addition to the above services we typically undertake a comprehensive goals analysis to determine the client`s risk tolerance and performance goals. Based on the investment policy arising from those analyses, we would:
Palm Beach Financial Advisors, Inc.