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We have provided for you
below, in a Q&A format, questions which we are often asked. Let us
know if you want us to add additional information.
Do you charge for the
initial meeting?
Gayle offers an introductory
20 minute meeting for prospective clients.
What should I bring to
the initial meeting?
Please download the Initial
Meeting Document List by following the Meet Us
link.
Who will work with me?
All meetings are held
directly with Gayle.
What are your fees and
do you have minimums?
Fee Schedule: Percentage of
assets under management (annually: 1% for the first
$2,000,000, plus 0.8% for assets over $2,000,000, plus 0.4% for assets
over $5,000,000, plus 0.2% for assets
over $10,000,000).
The minimum level of assets is $750,000 or $7,500 minimum annual fee.
Time spent in initial
meetings prior to the signing of an advisory agreement (estimated total
two to five hours) is charged at applicant’s standard hourly rate of
$300.
What kind of assets do
you invest in?
Gayle invests in a variety
of investments appropriate to your situation including stocks, bonds,
mutual funds, and REITs.
How often do we meet?
Gayle meets with you at a
minimum of once a year and preferably once a quarter to discuss how your
portfolio is progressing.
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