COMPREHENSIVE WEALTH MANAGEMENT
(Charged as a percentage of assets directly managed)
We provide comprehensive wealth management services for a fee at or below the market average. For this fee you will receive:
- Development of and constant updating of financial planning strategies devised to address your personalized financial goals
- Management of investment assets including:
º Asset Allocation across your entire investable net worth
º Direct management of your investments held through LPL Financial1
º Strategic balancing of risk and return potential while managing tax impact
º Coordination of assets not directly managed by the consultants of Corwin & Company (such as retirement plans through work)
- Unlimited meetings and communications with Josh Corwin and staff members
- Unlimited meetings and communications with and between your other advisors to ensure cohesion amongst all financial, legal, and tax strategies
- Informal advice on and in-house reviews of estate planning documents2
- Informal advice on and in-house reviews of tax-reduction strategies2
- Advice towards and recommendations for life, disability, and long-term care insurances3
Our fees are charged as a percentage of assets directly managed by the consultants of Corwin & Company
|Assets below $500,000||1.50%|
|Assets below $1,000,000||1.25%|
|Assets over $1,000,000||Not more than 1%|
STAND ALONE FINANCIAL ADVISORY SERVICE
(Charged on an hourly basis)
We offer advice to clients for whom we're not providing Comprehensive Wealth Management services. When working in this manner we charge an hourly fee and will work to address a single issue or many issues. An initial meeting is always complimentary and a quote for the intended work will be provided before engagement. There are no asset management services provided under this arrangement.
2 Corwin & Company and LPL Financial do not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation..
3 Josh Corwin is a licensed insurance agent and, upon request, will implement insurance policies for clients if desired. When implementing insurance policies a commission may be earned and is separate from all charges related to Comprehensive Wealth Management services.