|
Premium Portfolio Service |
|
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
|
|
- 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
|
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 in non registered accounts and payable either in monthly, quarterly, or annual installments. All trading costs are included as a part of this package.
|
