Broker Check

HOW WE CAN WORK WITH YOU

Wealth Management

Working closely with you we develop a truly comprehensive and thorough goals based financial plan. We become your partner in achieving your financial goals.

Learn more

Subscription Service

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.

Learn more

$ymbil

$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.

Learn more

Wealth Management

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:

  • On-going relationship with your advisor at Birds Eye

  • A comprehensive financial plan including cash flow, investment analysis and management, tax strategies as well as retirement and college planning. Additionally, areas such as estate planning, life insurance and disability insurance will be reviewed, and recommendations provided.

  • Professional money management of all accounts – IRAs, 529s, and non-qualified accounts

  • Tax loss harvesting will be performed on non-qualified accounts to minimize capital gains exposure.

  • All information loaded into GDX 360 our goals based financial planning platform and aggregation tool. With GDX you also have the option to create your own personal client website to see how you are tracking towards your planning goals, upload important documents into your personal vault and link outside accounts for one comprehensive view of your finances.

  • Access to Orion performance reporting through your own personal client website to view consolidated holdings and investment performance.

  • Periodic in-person or virtual meetings (your preference) throughout the year to review and update your financial plan. Additional meetings can be held due to life-changing events.

  • Asset allocation recommendations for any employee-sponsored retirement plans such as 401K’s and 403B’s

  • Additional communication with your advisor via phone, email, and/or web conference throughout the year as requested.

  • Access to our monthly market updates and blogs

  • Access to our professional and trusted contacts throughout an array of industries

  • Invitation to exclusive client events

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:

  • $0 – $999,999 – 1%
  • $1,000,000 – $1,999,999 – 0.9%
  • $2,000,000 – $2,999,999 – 0.75%
  • $3,000,000 – $3,999,999 – 0.6%
  • Over $4,000,000 – 0.5%

Subscription Service

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:

  • On-going relationship with your advisor at Birds Eye

  • A comprehensive financial plan including cash flow, investment analysis, retirement and college planning. Additionally, areas such as estate planning, life insurance and disability insurance will be reviewed and recommendations provided.

  • All information loaded into GDX 360 our goals based financial planning platform and aggregation tool. With GDX you also have the option to create your own personal client website to see how you are tracking towards your planning goals, upload important documents into your personal vault and link outside accounts for one comprehensive view of your finances.

  • Annual in-person or virtual meeting (your preference) to review and update your financial plan. Additional meetings can be held due to life-changing events.

  • Asset allocation recommendations for any employee-sponsored retirement plans such as 401K’s and 403B’s

  • Additional communication with your advisor via phone, email, and/or web conference throughout the year as requested.

  • Access to Orion performance reporting for both advisor-guided accounts and 3rd party outside accounts.

  • Access to our monthly market updates and blogs

  • Access to our professional and trusted contacts throughout an array of industries