We handle all the details of your fixed income exposure so you can focus on the things that matter most to you. This service can be structured as an agreed flat-fee or a modest percentage of assets under management. We charge a $25 administrative fee in advance to review your submitted client questionnaire. During our Discovery Call, we will discuss the scope, costs and timelines related to your tailored fixed income solution.
We handle all the details of your fixed income exposure so you can focus on the things that matter most to you. This service can be structured as an agreed flat-fee or a modest percentage of assets under management. We charge a $25 administrative fee in advance to review your submitted client questionnaire. During our Discovery Call, we will discuss the scope, costs and timelines related to your tailored fixed income solution.
