3600 Route 66,
Working closely with you we develop a truly comprehensive and thorough goals based financial plan. We become your partner in achieving your financial goals.
A monthly subscription service that provides you with an on-going relationship with a Birds Eye advisor and access to plans, tools and a network of professionals to guide you along the road to achieving your financial goals.
$ymbil is a dynamic, self-service online investment tool that matches you to specific, actively managed portfolios based on your age, goals, time horizon and risk tolerance. This is a simple, quick and easy way to invest.
At Birds Eye wealth management is a planning process that involves a truly comprehensive view of your finances as well as an evaluation of the smaller details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies, and, most importantly, goals based financial planning. We look to be your partner in achieving your financial goals whether they be short term goals like saving for a house or long-term goals like college and retirement planning. The wealth management model includes the following services:
This traditional “Assets Under Management” (AUM) model is billed directly from your investment account. You will never need to write a check to Birds Eye. The cost is calculated on a scale based on AUM:
For many of us, subscriptions have become a way of life. Now you can add financial advice to this list. The Birds Eye subscription service is geared towards young professionals who are looking to start a foundational financial plan, or towards "do it yourselfers" who may want to manage their own investable assets but still need our advice for a more complete financial plan. The subscription service provides you with an on-going relationship with a Birds Eye advisor and access to plans, tools and a network of professionals to guide you along the road to achieving your financial goals. The first step is a meeting with a Bird Eye advisor and the establishment of an initial financial plan, which costs $500. Once the initial plan is set there is a $150 monthly fee for which you get the following services: