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Personalized Approach

5 Steps to Wealth Management

1. Collect Financial Documentation

Discuss financial circumstances, investment objectives, needs and risk tolerance

2. Comprehensive Investment Planning Process

Analysis of your current asset allocation. Initiate the “eMoney®” process, a planning tool

3. Portfolio Recommendation

Review the Hanley | Jaggie | Barry Wealth Management Group customized recommendations

4. Implementation & Comprehensive Portfolio Strategies

Initiate the personalized plan and investment strategy

5. Review with Client

Portfolio, performance, and objective reviews with client

Why Choose Hanley | Jaggie | Barry Wealth Management

 

Customized Investment Planning Process

You will work with the team to establish a comprehensive investment plan outlining your current situation and define your future goals and objectives.

Tailored Asset Allocation to Suit Your Individual Needs and Objectives

We will recommend a detailed asset allocation to help meet your goals by analyzing your investment objectives, time horizon and all other factors specific to your unique situation.

Client Performance Analyst

Ming Yin, Client Performance Analyst holds the Chartered Financial Analyst (CFA) designation and has over 20 years of financial experience, 7 years as an asset allocator and portfolio management. Through collaboration with your Financial Advisor, she will be intimately acquainted with your financial goals and concerns

High-Touch Client Service

Communication is integral in maintaining a portfolio that continually strives to meet your goals. This includes communication with your Financial Advisor to discuss your progress and to review investment strategy.  Each client will have access to experienced client service associates on our team for all administrative needs.

Competitive, Transparent Fees

The Hanley | Jaggie | Barry Wealth Management Group fee structure is based upon your asset allocation and account values. The fees for the Private Investment Management (PIM®) program include advisory services, performance measurement, transaction costs, custody services and trading.

Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account.  The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.