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Our ultimate service package. The Concierge Package is designed for the client, who wants, and/or needs, the full planning and portfolio management capabilities of our group. The enhanced level of reporting and planning tools brought into service for our clients in this tier of service is unparalleled. This package provides full and priority access to all levels of The One Strategy Process™.
- Concierge Level Financial Plan Utilization
- Concierge Level Estate Planning Services
- Concierge Level Monthly Portfolio Performance Reporting Package
- Risk Tolerance Assessment
- Level 3 Account Statement Service
- Monthly Telephone contact
- Dedicated One Strategy Portfolio Service assignment
- Continuous Portfolio Adjustment Contact when and as needed
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- Comprehensive Level 3 Tax reporting package to provide to your accountant
- Position Review and Performance Review
- Priority Access to information on Young & Frederick Investment Solutions Webpage
- Quarterly Newsletters
- Weekly Market Update Commentary on Market conditions
- Priority Invitation to all Client Education and Client Appreciation events
- All registered account fees are included as part of the package
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The Package
This package contains all of the benefits that a Young & Frederick Investment Solutions account can offer. The enhanced and detailed level of reporting provides the users of this service the confidence of knowing that every aspect of their financial well being has been accounted for and incorporated into one Comprehensive, Cohesive, and Co-ordinated Strategy. This package is typically purchased by Small Business owners, Professionals and High net Worth Clients.
The Concierge Service package is available for the price of 1.5% of assets under administration annually. As with the other packages this is a tax deductible fee for non registered accounts and can be billed monthly, quarterly or annually and includes all transaction fees.
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