Managed Assets
We interrupt this blog post for a brief commercial message: We have been fielding phone calls from lots and lots of people who have been utterly demolished by their brokers and financial advisers. The amount of carnage is rather shocking.
Not only did these brokers destroy their clients wealth in 2008, many of them got panicked out in 2009, missing most of the big rally off of the lows.
A few thoughts which might provide some small measure of comfort:
-The vast majority of fund and asset managers got destroyed in 2008. They simply did not see this coming, and were crushed. If your portfolio is hurting, you are not alone.
-The time to plan for emergencies is when everything is going well; The time to plan for recoveries is when everything is going to hell in a handbasket.
-Don’t beat yourself up over this. Instead, learn from the losses and move on.
If you would like to discuss your portfolio, along with a more intelligent approach to asset management, please email me.
We also offer inter-generational wealth transfers, estate planning (including family and charitable trusts), as well as other structures.
All information will be kept confidential.
Asset Management email
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Fee Schedule based on assets managed:
Up to $499,999 - 2.00%
$500,000 – $999,999 – 1.50%
$1,000,000 – $1,999,999 – 1.25%
$2,000,000 – $2,999,999 – 1.00%
$3,000,000 – $5,000,000 - 0.75%
Greater than $5,000,000 – 0.60%
General FusionIQ contact info:
535 Fifth Avenue
New York, New York 10017
Telephone: 212-661-2022
If you have any general information questions, please email us
