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Premium Portfolio Service |
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Designed for the client who wants access to the benefits of The One Strategy Process™. This package provides an introduction to the vast array of advanced services available at Young & Frederick Investment Solutions:
- Market Update, a Weekly Market commentary designed to keep you apprised of what is really happening in financial markets via email
- Access to Young & Frederick Investment Solutions Webpage Private Client Area
- Priority invitations to Client Education seminars and Client Appreciation Events
- Enhanced Tax Reporting package designed to ease your accountants need to contact you for information
- Monthly Account Statements
- No registered account fees
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- Level 2 Financial Planning Package
- Level 1 Estate Planning Package
- Risk Tolerance Assessment
- Quarterly Premium Portfolio Performance Statement Package containing level 2 account information reporting
- Monthly Telephone Reviews
- Portfolio Adjustment Contact continuously as and when needed
- Quarterly Newsletters
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This package is available to clients at the cost of 1.25% of portfolio assets under administration annually. The fee, as outlined above, is tax deductible and payable either in monthly, quarterly, or annual installments. All trading costs are included as a part of this package.
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