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Unbiased, Professional, Concierge-Level Financial Advice on YOUR Terms

Pay for what you need, and nothing for what you don’t. Isn’t that the way it should be? Phoenix provides customized financial planning services and professional asset management services depending on your needs. Financial planning services are billed on an hourly basis and our turnkey professional investment advisory services are billed on a percentage of assets under management. The structure of these concierge services is detailed below.
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Contact us for your complimentary consultation to determine the services most appropriate for your specific needs, circumstances and objectives.
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Professional Investment Advisory Services

All aspects of discovering, designing and deploying your financial plan are included. This premier service includes: professional advice and guidance, customized investment strategy planning, quarterly performance reviews, investment policy development, investment selection, investment replacement, asset allocation guidance, portfolio rebalancing, trading, research, and online access to all of your accounts (even those not managed by Phoenix) in a single place.

Investment Advisory Fees for this turnkey service are billed at a rate of 0.084% per month calculated upon the average daily balance of your portfolio for that month. The monthly fee is deducted directly from your respective accounts so there is no need to worry about writing a check. You receive a detailed invoice each billing cycle for full transparency.

For example: if the average daily account balance for your account was $125,000 during the month of January, your account would be billed $105.00 for the month, $125,000 average daily balance x (0.084% per month) = $105.00.

Unbundled, Professional Services

Expense Management and Budget Development

  • (3-5 hours)

Quantitative analysis of prior twelve months income and expenses, goal development, budget tracking and online access to progress.

Education Savings Plan Design, Development and Review

  • (2-3 hours)
Review of the various education savings plan options for primary, secondary and higher education. Discuss your personal situation and your goals for saving. Detailed discussion on the benefits of each option. Assistance with establishing selected plan.

Basic Financial Plan Development and Review

  • (5-7 hours)
Intended for younger individuals and families looking to establish and plan for near-term goals while offering retirement savings advice and investment guidance. Includes online access to your plan for one-year.

Expense Management and Budget Development

Education Savings Plan Design, Development and Review

Basic Financial Plan Development and Review

  • (3-5 hours)

Quantitative analysis of prior twelve months income and expenses, goal development, budget tracking and online access to progress.

  • (2-3 hours)
Review of the various education savings plan options for primary, secondary and higher education. Discuss your personal situation and your goals for saving. Detailed discussion on the benefits of each option. Assistance with establishing selected plan.
  • (5-7 hours)
Intended for younger individuals and families looking to establish and plan for near-term goals while offering retirement savings advice and investment guidance. Includes online access to your plan for one-year.

Comprehensive Financial Plan Development and Review

  • (8-12 hours)
Intended for established professionals and families who need more detailed financial planning, risk assessment, education savings, retirement, estate planning and tax management strategies. Quantitative risk assessment, portfolio analysis and investment recommendations are included. Also includes online access to your plan for one-year.

Portfolio Analysis, Quantitative Risk Assessment and Review

  • (2-3 hours)
Sometimes all you need is an impartial, third party risk assessment of your current investments to ensure your investments align with your investment personality and are in alignment with the current state of the economy.

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Client Satisfaction Goal

Comprehensive Financial Plan Development and Review

Portfolio Analysis, Quantitative Risk Assessment and Review

  • (8-12 hours)
Intended for established professionals and families who need more detailed financial planning, risk assessment, education savings, retirement, estate planning and tax management strategies. Quantitative risk assessment, portfolio analysis and investment recommendations are included. Also includes online access to your plan for one-year.
  • (2-3 hours)
Sometimes all you need is an impartial, third party risk assessment of your current investments to ensure your investments align with your investment personality and are in alignment with the current state of the economy.

%

Client Satisfaction Goal