Your Team.
Dedicated, Experienced, Passionate.
Kevin Batsone
MANAGING PARTNER PRIVATE WEALTH MANAGEMENT
Brody Martinez
ADVISOR ASSOCIATE
Rachel Batstone
CLIENT EXPERIENCE COORDINATOR
FAQs
Just the Facts
Do I need financial planning or investment management?
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Where are monies held?
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How much money do need to retire?
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Who is Dr. Batstone?
Fee Schedule
Unprecedented Transparency
Needs Analysis (Single or Package)
Financial Planning Start-Up
Financial Planning Mid-Market
Financial Planning Blue Chip
Starting at 0.50% (AUM per year)
Starting at $2500 annually
Starting at 0.50% (AUM per year)
Starting at $2500 annually
Meeting per year
Flat Fee for Each Area Covered | ||||
Hours of Financial Planning & Service Quarterly | ||||
Investment Fee Schedule (managed accounts) | ||||
Planning areas covered | ||||
Included Services | ||||
Investment Recommendations | ||||
Actively Managed Asset Allocation | ||||
Account Rebalancing | ||||
Portfolio Reporting | ||||
Access to Celthed Financial Planne | ||||
Cash Flow analysis | ||||
Household Analysis | ||||
Estate, Insurance and Tax Considerations | ||||
Portal Access | ||||
Comprehensive Financial Plan | ||||
Quarterly Financial Checkups |
CFA® Corner
Market overview with our CFA® Jim Worden
General optimism appears to be growing over signals of a bottoming out process within the stock market, as ‘bad news’ that is not as bad as expected has been tending to send the major indexes well into positive territory.
With the presence of heavily discounted share prices for quality companies, we are viewing this period as one of increasing opportunity rather than increasing risk. As such, we remain vigilant in our efforts to seek new and emerging opportunities while continuing to limit downside risk wherever possible.
Who We Serve
Early to Mid-Career
Approaching Retirement
In Retirement
100% Client Focused. 0% Commission Driven.
As a fully independent advisory, we have taken great pride in structuring our firm to serve the best interest of our clients, first and foremost. For us, that means eliminating commission-based products, discarding antiquated sales quotas, and designing a customized fee schedule that works well for our clients during each stage of their financial journey.