|1 – Retired, or close to it|
We specialize in people who are retired or very close to it (typically 5 years or less).
This allows us to tailor our service and expertise to the unique needs of retirees.
|2 – Diligent savers|
While our clients would hardly consider themselves to be “rich.”
thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $500,000.
|3 – Looking for a trusted advisor|
Our clients understand that the success of their retirement is too important to be doing it themselves. They understand the value of having expert guidance.
How We Charge for Our Services
|♦ Our Fees – 1.00% On Assets Under Management|
Western Reserve Capital Management provides financial planning and investment management. Our advisory fee is calculated based on a percentage of assets we manage on your behalf.
|♦ Minimum Fee – $7,500 per year|
Advisory fees are subject to a minimum fee of $7,500 per year ($1,875 quarterly) for investing and planning (wealth management) services. Fees are paid in advance at the beginning of each quarter and are assessed based on the account asset value(s) on the last business day of the previous quarter. When an account is established, the management fee is prorated for the current quarter.
If this sounds like you, and you have saved at least $500,000 towards your retirement, we would love to speak with you. Let’s get in touch.