Artemis is pleased to announce that we now offer subscription-based financial planning, suitable to those who want implementation support and ongoing coaching, in addition to financial plan development. While many of you are comfortable implementing your plan recommendations and ensuring you stay on track, we increasingly find that some of you would like the ability to check in on a regular basis with a financial advisor to help keep you on track, enhance your financial literacy and help you make changes as your circumstances evolve. We are now ready to help!
We also extend this approach to our wealth management services. Our new subscription-based wealth management fee structure is available to clients whose asset levels are between $400,000 and $1.0 M and whose investment management needs can be met with a model-based portfolio, periodically rebalanced. Both our wealth management fee schedules include full financial plan development.
Please see the fee section of our website for more detail and don’t hesitate to get in touch to learn more.