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Wealth Management
This is the cornerstone
of our business: integrated, comprehensive financial solutions for
business owners, medical and legal professionals, corporate executives,
retirees, and individuals and families with inherited wealth. The
customized plan integrates your needs in each of six main areas:
Retirement Planning, Tax Planning, Cash Management, Risk Management,
Estate Planning, and Asset Management. In addition to annual plan
updates, clients utilizing our Wealth Management services have access
to our staff for any financial questions or issues that may arise.
Our Fees
We receive no commissions, referral fees, or expense reimbursements for
any recommendations made as part of our Wealth Management services.
Thus, we remain unbiased and always keep your best interests in mind.
To ensure that we are able to provide the highest level of services for
our clients, we use the following fee schedule:
| Up
to $5,000,000 |
1.25% |
| $5,000,000+ |
0.60% |
Our minimum annual fee is $6,250.
Wealth Management
services provided by DC Advisors LLC, a registered investment advisor
in Texas and Utah and wholly-owned subsidiary of Ducere Capital, Inc.
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phone:
210-347-6751