Good Financial Cents

JUNE 11, 2023

The fee structure for this service is as follows: 0.89% of the first $1 million 0.79% of the first $3 million 0.69% of the next $2 million 0.59% of the next $5 million 0.49% on balances over $10 million These fees are quite reasonable when compared with fees of 1% to 2% that are customarily charged by active investment management services.

Management 80

Management Investments Investing Accounting 80

Envision Wealth Planning

MAY 23, 2022

Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. Hourly Financial Planning: $200 per hour, this is one time/ad-hoc advice only.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Fortune Financial

AUGUST 7, 2023

Evaluate your financial situation, investment time horizon and potential cash flow requirements. Ensure that the illiquid nature of certain alternative investments aligns with your financial plans. Fortune Financial is a leading financial services firm that specializes in alternative investments.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Evaluate your financial situation, investment time horizon and potential cash flow requirements. Ensure that the illiquid nature of certain alternative investments aligns with your financial plans. Fortune Financial is a leading financial services firm that specializes in alternative investments.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Brown Advisory

OCTOBER 4, 2021

We should note that this kind of aggregate-level portfolio analysis depends heavily on accurate underlying data, and unfortunately, investors are limited today by the incomplete and inconsistent emissions data provided by most companies, municipalities and other entities. GICS” is a trademark of MSCI and Standard & Poor’s.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

We should note that this kind of aggregate-level portfolio analysis depends heavily on accurate underlying data, and unfortunately, investors are limited today by the incomplete and inconsistent emissions data provided by most companies, municipalities and other entities. GICS” is a trademark of MSCI and Standard & Poor’s.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52