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Investment Monitoring

For assets held away, such as employer-sponsored retirement plan accounts, clients choose Agnello Financial Group to monitor their assets and provide periodic investment advice.  We provide initial and quarterly guidance which includes asset allocation and investment portfolio construction.

Questionnaire

We provide a questionnaire to gather more specifics about your goals and values, current financial situation, and risk tolerance.  We spend time with you reviewing your answers to conduct an accurate analysis.

Recommendation and Implementation

After review of your current statement(s) and available investment options, we provide specific investment guidance which you are responsible for implementing.

Account Monitoring

Quarterly, you provide us your account statement(s), and then we correspond with you regarding your account(s).

How do I pay for the Investment Monitoring service?

How do I pay for the Investment Monitoring service?

Fees are negotiable, determined at the beginning of the service as a fixed fee, determined by account size and number of accounts, and payable quarterly. Fees are payable to Agnello Financial Group, Inc.



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