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Our Wealth Management Services
There are two levels of wealth management service.
Ongoing Money Management—Mallard tracks performance, and reports the results at least quarterly. Mallard works closely with new clients to create an Investment Policy Statement, a set of goals, restrictions, and expectations for the assets entrusted to our management. We charge clients no more than 1% annually, based on assets under management.
At Mallard Advisors, we offer three levels of Investment Advisory service to our clients: Gold, Platinum, and RetirementGPS. Cost is usually not the deciding factor when choosing a level of service. The programs are differentiated by the needs they serve and the complexity of the portfolio.
One-Time Investment Reviews--This typically entails a data gathering meeting, some ‘offline analysis’, a written report, and a wrap-up meeting. We charge from $600 to $1,000 for this service.
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