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| Fee Schedule |
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| Comprehensive Investment Advisory Service Available to clients with a minimum fee of $5,000. Comprehensive investment advisory clients will receive the following services: • Net Worth Statement and Cash Flow Projection • Complete Portfolio Construction (stocks, bonds, mutual funds) • Needs Analysis • Retirement Planning Service • College Funding Plans • Financial Planning • 4 meetings per year until complete plan is implemented Advanced Investment Advisory Service Available to clients with a minimum fee of $2,500. Investment advisory clients will receive the following services: • Individual Stock Selection • Mutual Fund Selection • Optimal Portfolio Allocation • Investment Strategies • Portfolio Design & Construction • Portfolio Implementation • Investment Policy Statement Basic Investment Advisory Service Available to clients with a minimum fee of $1,500. Investment advisory clients will receive the following services: • Mutual Fund Selection • Portfolio Design & Construction • Portfolio Implementation • Optimal Portfolio Allocation • Investment Policy Statement |
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| "We Help You Accomplish Your Goals" |
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| New Horizons Management & Financial Consulting, LLC 5221 Red Hill Way Baltimore, MD 21237 (410) 933-5662 info@newhorizonsadvisors.com © 2006 New Horizons Management & Financial Consulting, LLC All Rights Reserved |
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