Our Process

We have a five-step process which takes us from the initial step of information gathering to implementation and then ongoing monitoring of your investments.

1. Data gathering and risk tolerance
2. Preliminary proposal and asset review
3. Cash flow needs
4. Investment policy statement
5. Implementation and monitoring

Compensation

Portfolio management services are typically available for accounts beginning at $1 million. Exceptions may be made for special situations. Investment management fees are paid on a quarterly basis, at the end of each quarter. Fees are billed based on a percentage of assets under management. Typical management fees are competitive and vary between 0.50% and 1.5% annually. As a fee-only advisory firm we do not receive commissions and offer unbiased, objective advice.

Portfolio Review

If you are already working with an advisor you may not be happy with the way your investments are being handled. You may be questioning the advice you are getting. You may also be going through a financial transition period in your life (i.e., retiring or nearing retirement, selling a business or relocating). Or, you may be recently widowed or divorced.

If your portfolio is valued at $1 million or more and you would like a free second opinion of your current financial situation and portfolio please contact Stuart Chaussee to schedule an appointment at your convenience.

Initial Meeting Request

Stuart Chaussée & Associates, Inc.
Telephone: 310.285.1759 or 800.801.4872
Direct Line for Stuart: 310.373.3732
E-mail: stuartchaussee@msn.com