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Managed Accounts are professionally managed asset-based account with a maximum annual fee equal to 1% of assets managed plus a transaction fee for each security trade.  Although these accounts are geared towards individuals who have at least $50,000, we have no accounts minimums.

Your Financial Adviser will work with you to design an investment program that is specific to your unique circumstances and goals.  Throughout the year, your Financial Adviser will fine-tune the portfolio and make adjustments that are necessary to preserve the agreed upon strategy.

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