To help you address your wealth management goals, we initiate a detailed consulting process to develop personalized strategies and solutions. This flexible approach is tailored to your unique circumstances.
|
|
|
Investment Services
under $750,000* | over $750,000 | over $2,000,000 | |
Investment |
|
|
|
Email Updates |
|
|
|
Statements |
|
|
|
Professional Services
Fee Only | under $750,000* | over $750,000 | over $2,000,000 | |
LPL's Hourly Consulting Program |
$200/hr |
Specific analysis and advice |
||
Specific analysis and advice | ||||
Retirement Planning |
$250 |
Specific analysis and advice | ||
College Savings/Education Planning |
$250 |
Specific analysis and advice | ||
Risk Management |
$250 |
Comprehensive Written Financial Plans begin at $1000 | ||
Financial Planning | $250 | Comprehensive Written Financial Plans begin at $1000 | ||
Estate Planning | $250 | Comprehensive Written Financial Plans begin at $1000 | ||
Divorce and Property Settlement Planning | $250 | Comprehensive Written Financial Plans begin at $1000 | ||
Asset Allocation/Diversification Reviews | $250 | Annually | Semi-Annually | On Going |
Scheduled Review Meetings | $250 | Annually | Semi-Annually | Quarterly |
Tax-Qualified program reviews |
$250 | Annually | Annually | Semi-Annually |
Tax-Deferred program reviews (Annuities/Insurance) | $250 | Annually | Semi-Annually | Quarterly |
Tax-Deferred program reviews (Annuities/Insurance) | $250 | Annually | Semi-Annually | Quarterly |
Executive Benefit Plan reviews | $250 | Annually | Semi-Annually | Quarterly |
Concentrated Stock Position strategies | $250 | Annually | Semi-Annually | Quarterly |
The advisors of TriSummit Investment Advisors are Registered Representatives with and offer securities and fee only services through
LPL Financial, a Registered Investment Adviser and/or TriSummit Investment Advisors, a California Registered Investment Adviser.
*Minimum initial portfolio value $750,000 (total household assets under management)
As always, thank you for your introductions.
|
||
|
||
The process is simple and if and when we are asked for advice |
||
|
If you would like to learn more about our Hourly Consulting services, or you would like to engage TriSummit Investment Advisors,
please email Terri Dicius at terri@trisummit.com or call 760.600.6808 or toll-free 800.727.0941