Financial Life Journeys manages individually tailored investment portfolios. My firm will provide continuous advice to you regarding the investment of your funds, based on your individual needs. This service includes the development of a personal investment policy with an asset allocation target. Once this is in place, I will create and manage the portfolios based on that policy and allocation target.

The Investment Management Services fee is calculated as follows:

Annual Advisory Fee:

0.8% for the first $1,000,000

Plus 0.5% for the second $1,000,000

Plus 0.2% for everything over $2,000,000

Investment Management Services may be offered in addition to the Comprehensive Financial Planning or Individual Services models but will be billed in addition to the Comprehensive Financial Planning or Individual Services fees unless at least $300,000 of the household’s assets are under management by Financial Life Journeys. When at least $300,000 of the household’s assets are under management by Financial Life Journeys, Comprehensive Financial Planning fees (renewal years only) will be included in the Investment Management Services fee.