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.

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.
Fill out the form below to request more information: