Ways to work with Concierge Capital
There are several different ways to work with Concierge Capital Management. Whether you are looking for a comprehensive relationship or simply help a task, we offer a variety of services models.
Concierge Plus: $500,000 investment minimum
- Customized Financial Planning solutions
- Full Investment Management
- Quarterly Reviews
- Monthly Performance Reports
- Monthly Newsletter
- Access to all account via Apps/Website
- Educational Workshops
- 1% annual Advise Fee on Assets under management
Concierge Basic: $250,000 investment minimum
- Customized Financial Planning solutions
- Full Investment Management
- Semi-Annual Reviews
- Quarterly Performance Reports
- Quarterly Newsletter
- Access to all account via Apps/Website
- Educational Workshops
- 1% annual Advise Fee on Assets under management
Fee-for-service
- One-time fee Financial Plans
- Spending/Budgeting Plan: $1,000
- Retirement Plan: 45 bps of Net Investable Assets
- Long-Life Plan: 45 bps of Net Investable Assets
- *free annual review for Retirement and Long-Life Plans
Commissionable Products, paid by the Insurance Company
- Fixed Annuity
- Life Insurance
- Long Term Care
- Disability Insurance