BOOKKEEPING
- Statement Documentation
- Bookkeeping
- Financial Statements
- Annual Resolutions (with lawyer)
- Tax Preparations (with accountant)
- Filings (with lawyer and accountant)
Starts at $18,000 / Year
REPORTING
- Consolidated Performance Reporting
- Online Portal Access
- Portfolio Benchmarking
- Manager Search & Sounding Board
- Quarterly Review
Annual Fee of 0.05% / Year
OUTSOURCED/PERSONAL CFO
- Investment Policy Documentation
- IT Administration
- Estate & Succession Planning
- Payments Service
- Consiglieri & Sounding Board
- Impact Measurement & Reporting
- Fundraising Support (for Foundations)
- Gift Planning Services
Annual Fee Starting at 0.10% / Year