Why don’t you provide day-to-day ongoing management of client’s assets for a fee (e.g. 1% of assets, like so many other planners are doing)?
One of our objectives is to educate clients to be self-sufficient. Help in re-balancing portfolios can be provided at a fixed hourly rate on a quarterly, semi-annual or annual basis. In some cases, after client approval, we implement buy/sell recommendations for clients via a limited power of attorney.
