Fee Schedule
							Investment Portfolio Analysis Available to clients with a minimum fee of $1,000. Portfolio analysis clients will receive the following services: •        Review of current investment portfolio •        Analysis and evaluation of current portfolio •        Re-balancing of portfolio if needed. •        Action plan including suggestions and recommendations for improvement •        Strategic asset allocation Retirement Planning Available to clients with a minimum fee of $1,000. Retirement planning clients will receive the following services: •        Net Worth Statement and Cash Flow Projection •        Investment Strategy Selection •        Retirement Need Analysis •        Implementation of the Portfolio •        1-2 meetings per year Financial Planning Available to clients with a minimum fee of $500. Financial planning clients will receive the following services: •        Individualized specific financial plan •        Statement of Assets, Liabilities, Owners Equity •        Income and Expense Breakdown •        Determination of how much can currently be saved for future •        Debt Management Recommendations
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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

NEW HORIZONS MANAGEMENT & FINANCIAL CONSULTING LLC