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Services |
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Comprehensive Financial Planning: |
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Practical Portfolios LLC offers
comprehensive financial planning
services including:
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Goal and Objective Setting
Budgeting
Cash Management
Investment Analysis
Tax Planning
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Insurance Needs
Education Funding
Retirement Planning
Estate Planning
Charitable Giving |
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All personal consultations, written
analyses, recommendations,
implementation instructions and
ongoing support services are
provided on an hourly, fee-only
basis. |
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Advisor |
$180 per hour |
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Clerical and
Administrative |
$ 60 per hour |
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There
is no charge for your initial
consultation
Call
Us |
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Investment Account Management:
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Fee
Only—no commissions or other
forms of
compensation.
• Minimum Management Fee:
$400, annually, per client account.
• Fees are based
on a percentage of Assets Under Management:
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Custom Portfolios
are managed accounts with multiple assets classes,
significant numbers of individual investment holdings
and additional complexities that require: ongoing
management and account supervision; detailed assessments
of current holdings; performance reporting; tax
reporting, and dedicated account support services. |
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First $500,000 |
0.80 % |
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Next
$500,000 |
0.50 % |
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Next
$500,000 |
0.40 % |
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Next
$500,000 |
0.30 % |
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Over $2 million |
0.25 % |
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Model Portfolios
are managed accounts that hold,
exclusively, index mutual funds and
exchange traded funds selected by
Practical Portfolios LLC. Model
Portfolios offer cost effective
ongoing management and account
supervision; performance reporting;
tax reporting and dedicated account
support services.
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All
Model Portfolio Assets |
0.25% |
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Low Fees Make a Big Difference
Compare Here
(requires
Java™) |
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Other Expenses
Some
expenses are separate from and
not included in the calculation of
the annualized management fee
charged by Practical Portfolios LLC,
such as:
brokerage commissions, transaction charges,
and separate management fees for
each mutual fund or exchange traded
fund. A detailed description of
these expenses can be found in each
fund's prospectus and the
broker-dealer's disclosure
statement.
Wisconsin and Illinois Residents
If you reside in the
states of Wisconsin or Illinois, please read our
Firm Brochure for a detailed
description of our investment management and financial
planning services prior to entering into any contractual
agreement with Practical Portfolios LLC.
Notice
This website is provided
for informational purposes only. This website is not a
solicitation to offer investment advisory services
except, where applicable, in the states of Illinois or
Wisconsin, or where an
exemption or exclusion from such
registration exists. This website is
not an offer to buy or sell
securities. This website is not
intended to be used for recommendations or advice concerning
investment, legal or tax matters.
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Disclaimer
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About
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Contact
Practical Portfolios™
is a registered trademark of Practical
Portfolios LLC.
©2012
Practical Portfolios LLC. All Rights Reserved. |
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