Fee Schedule
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
"We Help You
Accomplish Your
Goals"
     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


NEW HORIZONS MANAGEMENT & FINANCIAL CONSULTING LLC