The Silver plan is perfect for the person in the retirement redzone. That is someone within 5 years of retirement or someone who has recently retired within the past 5 years.
It is also ideal for the emerging entrepreneur or young professional who needs the foundational knowledge that they weren’t taught in school, to set themselves up for financial success. Not investing in financial education is far more expensive than investing in it. Or as Benjamin Franklin once said “An Investment in Knowledge, Pays the Best Interest”
For those who have $400,000 or more invested with The Liberty Advisor, the Silver Plan is included at no extra charge. Not interested in having us manage your assets or don’t have the necessary liquid assets. For a $10,000 investment we will take on select applicants.*
Planning Issues may include:
-Cash flow management and creation
-Debt Management Strategies
-Retirement Income & Investing Strategies
-Crypto and Alternative Asset Evaluation
-Education and insurance planning
Quarterly meetings with a dedicated financial professional
Individualized phone and video conference support.
Custom Financial Plan and ongoing advice
Coordination with your other trusted professionals: (CPA’s, Lawyers, Advisors, consultants, etc)
Innovative Advisory Group’s Protected Growth Strategy portfolio’s
Many Wealth Managers are only concerned with the Investment planning aspect of being a wealth manager and aren’t interested in the bigger picture. Trust the professionals at Innovative Advisory Group, LLC to be with you every step of the way as we help you fulfill your life’s purpose.
Congratulations on considering what may be the most valuable use of your time and money!
How Fee's work
* Clients are billed quarterly in advance. A client with $500,001 in an account will be charged $1562.5 upfront and the fee will be reassessed during the next billing cycle depending on the value of the account.
If client starts investing at any point other than one of the 4 billing cycles start dates... the fee will be prorated and the full quarterly will be assessed upon the next billing cycle.
$500,001 * .01 = $6250 $6250 / 4 = $1562.5 per quarter in this hypothetical example
* How the Retainer model works:
- For clients with at least $100,000 invested with IAG. Tim will accept a total fee of $6000. For example. A client has $350,00 invested with IAG. $350,000 * 1.5 % = $5250 Asset Under Management fee.
$6,000 - $5250 = $750 remaining fee to receive Silver plan service.
If investor has less than $400,000 invested at IAG, they will not qualify for the Silver plan but can invest in it at a reduced price as explained above.
Please consult your advisor for the latest fee schedule.