It is well documented that having professional financial advisory services increases the probability of investing success and meeting your financial goals. These include:
- Periodic review of assets
- Ongoing investment advice
- Rebalancing Portfolio
- Place trades and orders as necessary, only after client consultation and agreement
- Select outside account managers if needed
Chamberlain Financial Planning clients have options as to how to utilize our investment advice.
Review, Analysis & Recommendations
The client decides when they need help, makes an appointment and the review, analysis and advice are provided on a fixed fee or hourly basis.
On an as needed basis
Some clients want to meet on a periodic basis, which may be once a quarter, twice a year, or once a year for a portfolio review and recommendations.
Advisory Services Agreement
This is a higher level of service that is suitable for those who may not have time or expertise to handle the numerous aspects of their own investments or desire close monitoring of their assets. The services are provided on an ongoing basis throughout the year and could include: opening new accounts, transferring assets, automatic periodic review of assets, placing trades and orders as necessary or provide investment options that would not otherwise be available to the individual investor. The service also provides ongoing followup and implementation of the clients financial plan and an annual plan update.
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