Our Intergenerational Service Level is a unique offering available to family of Comprehensive level clients or children aging off their parents’ portfolio. This service level gives you access to a more robust set of services than our Do-It-Yourself service level but without minimum fees like our Collaborative service level.
Our Intergenerational service level includes basic services like Asset Allocation Design and Portfolio Management. Additionally, we include several bonus services (a $500 per hour value) such as paperwork preparation, outside account integration, and a dedicated relationship advisor without additional charge. At any time, our current list of included services can be found on our website here.
Our Intergenerational service level fees are 0.25% of the amount of investable assets we manage billed quarterly (1% annual). There are no minimum fees for you for these services.
