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Discretionary Portfolio Management

If you want or need, Patrick can take Discretion of your Account

  • 1 hour
  • Annual Fee by %
  • Bulldog Financial Planning

Service Description

Clients who want help with the portfolio management of their account. BFP will make trades on a discretionary basis in accordance to an Individual Investment Policy statement created in alignment with your financial goals. During this time you will be going through the guidelines for developing the Individual Investment Policy statement with your Portfolio Manager and Advisor, Patrick. The annual fee covers trading costs, investment planning, quarterly meetings, and is a percentage of your assets under discretionary portfolio management: Tiering Fee Up to $250,000 1% Up to $1,000,000 0.75% Over $1,000,000 0.55% Fees are collected quarterly in arrears.

Contact Details

  • 23 A St, Cumberland, RI, USA

    (401) 227-3957

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