Broker Check
Investing for a Better Tomorrow.


Company Retirement Plans & Services

Consulting Fees — Please contact us for a customized proposal based on your company needs.

Services May Include:

  • Plan Document Setup
  • Fund Selection
  • Participant Education
  • Company Retirement Plan Presentation
  • Electronic Payroll Deductions
  • Fiduciary Oversight of Plan
  • Annual Plan Review
  • Fund Monitoring
  • Form 5500 tax filing
  • ERISA testing
  • Custodian and Third Party Administrator (TPA)

Money Management — fee-based asset management*

  • Fixed Income:
    • Under $1,000,000 – 1.0%
    • Over $1,000,000 – .80%
  • Managed Mutual Fund Portfolios:
    • Under $1,000,000 – 1.4%
    • Over $1,000,000 – 1.0%
  • Separate Account Managers:
    • This option only available for accounts over $250,000
    • Fees vary based on manager selection

*Fees may also vary based upon account complexity or special needs.