Service Matrix
Service level I: Typical Asset Level: Less than $100,000
Service level II: Typical Asset Level: $100,000 to $500,000
Service level III: Typical Asset Level: Above $500,000
Advice & Services |
Service Levels |
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I |
II |
III |
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Primary Contact: Analyst |
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Client Life Interview |
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Unlimited Phone Call to The Office |
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Internet Access to Consolidated Statements |
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Cost Basis & Income Tax Related Calculations |
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Company Retirement Plan Review |
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Income Tax, Estate Planning & Insurance Review |
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Primary Contact: Advisor |
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Annual Meeting with Advisor |
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Quarterly Meeting with Advisor |
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Personalized Computer Consulting Related to Software & Outline Account Access |
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Personalized Financial Plan and Annual Updates |
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Access to Private Managed Accounts and Wealth Managers |
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Access to Asset Allocation Programs (Diversification Models) |
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Quarterly Performance Reporting for Fee-Based Accounts |
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Brokerage Accounts for Individual Stocks or Bonds |
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Automatic Account Rebalancing (for certain accounts) |
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Invitation to All Company Educational Events |
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Quarterly Online Performance Reporting |
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Waiver of Ticket Charges for all Fee-Based Managed Accounts |
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Annual Meeting with CPA & Attorney |
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Birthday Lunch or Dinner with Client & Spouse |
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Invitation to All Company Social Events, Golf Outings and Company Parties |