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March 16, 2010 | ||
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March 16, 2010 | ||
Total Assets Under Management |
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| Money Management Clients | Advisory Clients | Wealth Management Clients | |
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$100k-$250,000 |
$250k-$500,000 |
$500,000 + Minimum Annual Management Fee of $9,000 |
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Services |
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| Financial Planning Lauren Sigman CFP www.sigmanf2.com |
1 hour evaluation | 2 hours evaluation | 5 hours evaluation |
| Estate Planning Peter B. Scott Esq. www.bendelow.net |
Available | Available | Included (up to $1000 for plan and design) |
| Tax Preparation Marc Bradac www.hanson-cpa.com |
Available | Available | Included (up to $500/ yr for personal taxes) |
| Money Management Sam Jones RIA www.allseasonfunds.com |
Included | Included | Included |
| Annual Reviews/ Updates |
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Privacy Policy |
Proxy Voting Policy |
Firm Disclosure Composite Performance Disclosure | ADV Part II 
© copyright 2010. All Season Financial Advisors |
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