IWM Investment Management Traverse City MI
Wealth Management Services In Traverse City MI

IWM service offerings

Services - PDF file

Client Feature Planning &
Client Data Form review and analysis

Comprehensive planning including review, analysis and recommendations:
Cash flow
Net worth statement
Distribution planning
Retirement needs analysis (Monte Carlo simulation)
Estate planning
Insurance: Life
Insurance: Auto, home, umbrella
Insurance: Disability and long term care
Tax planning

Professional Service Credit
$750 to $3,000 per year for tax planning,
tax preparation, legal fees, etc.

Investment Policy Questionnaire (IPQ)
and Statement (IPS)

Investment strategy (recommendations)

Investment implementation

Ongoing portfolio management

Ongoing firm communication
Quarterly newsletter
Quarterly Market Analysis

Custodian investment statements (monthly)

Portfolio performance statement (quarterly)

Enhanced performance statement (as requested)

Regular scheduled meetings
Planning analysis and recommendations
Portfolio reviews

Fee schedule
Hourly or
project based

Tiered schedule start-
ing at 1.00% for first
$1 million of assets
under management

Fee minimum
$175 per hour Minimum of
$5,000 per year

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