Assessing Advisory Fees, part 4 of 4 The Immense Immeasurables (Best) Let’s say none of the above were true, at least not for you. You’ve learned all that you need to know about sound portfolio management, and you’re well-equipped to take over the helm. Maybe you’re entering retirement, with time on your hands. Or you’ve become an empty nester, and your stay-at-home spouse is ready to manage the process. Maybe you’re thinking about turning to an on-line service for automated, do-it-yourself investing at rock-bottom prices. Bottom line, even if you can confidently answer “yes” to having the financial acumen, emotional temperament and practical tools to plan, implement and manage your own best investment portfolio, there is still a larger consideration: Is ongoing portfolio management really how you want to spend your free time? Unless you wake up looking forward to conducting a thorough assessment of your financial action items, chances are good you would gain greater satisfaction by spending your time with loved ones, in your chosen career, on community activities or enjoying your personal interests. Another important consideration is the legacy you are leaving for your spouse or other family members to manage. In the face of change, having an objective advisor who is deeply familiar with your personal wealth can offer immeasurable “assurance insurance” when family money management roles are in transition, helping to ensure that transitions occur smoothly, deliberately, and in your and your family’s best interests. True wealth is the confluence of you and your relationships, of your intellectual and emotional needs, of your money and your mission. In our role as your advisor, we want to help you win by simply (but bravely) investing according to your most heartfelt personal goals amidst life’s many uncertainties. We win by helping you efficiently apply the right processes, tools and mindset to do just that. Tally up the results, and we hope you’ll agree that our advisory services are a winning — and fairly priced — solution.
Posted on: Tue, 05 Nov 2013 14:48:31 +0000