Money Management Services

Although there is nothing wrong with managing your own money, at some point, smart investors know they need expert FEE-ONLY advice and guidance to help effectively manage assets and sustainably grow wealth.

managed account chart

Money management services can include:

  • Portfolio management: Your FEE-ONLY financial adviser will work with you to create a customized investment portfolio that aligns with your risk tolerance, financial goals, and time horizon. They will then actively manage the portfolio on an ongoing basis, making adjustments as needed to ensure it remains aligned with your goals.


  • Asset allocation: Your FEE-ONLY financial adviser will help you determine the optimal mix of asset classes for your portfolio, considering factors such as your risk tolerance, time horizon, and financial goals.


  • Risk management: Your FEE-ONLY financial adviser will work with you to identify and mitigate potential risks to your portfolio, helping to protect your assets and ensure the long-term stability of your wealth.

FEE-ONLY financial advisers in our network are here to guide you through the complex world of personal finance, offering a wide range of services including investment planning, retirement planning, and estate planning. They understand that every individual has unique circumstances and objectives, and they pride themselves on offering personalized, professional advice that is tailored to your needs.

Each of our professionals maintains their own pricing structure but typically fees are approximately 1% of assets managed with lower amounts available.  All fees will be discussed and agreed to in advance and in writing. 

If you have never worked with a FEE-ONLY financial adviser before or looking for a second opinion, we can help you.  Simply Click Here to Schedule a FREE Consultation. Alternatively, visit 1800ADVISER.COM to browse biographies of individual advisers and choose one or more to connect with.